what is included in a business plan presentation

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Create a Business Plan Presentation [Plus Templates]

Written by: Masooma Memon

Creating a wow business plan presentation is a myth. Or, is it? The truth is, as long as your business idea is in your head, it’s perfect. But it comes undone as soon as you try to translate it into a presentation.

We get that. We’ve all been there.

But, this shouldn’t stop you from creating the perfect business plan presentation you’ve been dreaming of. After all, dreams come true. And, to help your dream of creating a winning business presentation jump into reality, we’ve created this guide for you.

We’ll cover everything that you have in mind including how many slides does your business idea presentation need, what goes into those slides, and how to create a business plan presentation with Visme.

Here's a short selection of 8 easy-to-edit Business Plan Presentation templates you can edit, share and download with Visme

Along the way, we’ll also show you a series of ready-to-use business plan presentation templates that you can customize to use as your own. See? We did say creating a presentation isn’t rocket science.

Ready to learn how to create a business presentation?

Let’s get started already.

What is a Business Plan Presentation?

We know a business plan as a formal document that includes your business goals, mission, strategy and the rest of the starting-a-business shebang. 

A business plan presentation is all that with added pressure since you’ve to convey the entire information in slides – clearly and concisely. 

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Put another way, you don’t have wordy documents to convey your ideas. Instead, you’ll need to be clear about selling your idea to investors by sharing all the important details in an engaging and succinct manner. 

How Many Slides Does Your Business Presentation Need?

Ideally, between 10-12 slides are best. As you plan your presentation’s content and the slides you need to accommodate it, keep in mind the following two rules.

Firstly, Guy Kawasaki’s 10-20-30 rule . Here’s what it’s about.

• 10 slides (or around 10 slides if needed) 
• 20 minutes (the longer your presentation, the great you risk losing your audience’s attention)
• 30 font size (an essential that we’ll look into in the next section) 

Secondly, the 9 minute rule . Although this one’s for salespeople, it helps presenters too. Short and powerful messages leave a far deeper impression than a long, rambling presentation. Besides, you’ve your audience’s attention as well. 

So, make sure you deliver 2-3 slides per minute or try a closer version.

But, hang on. 

What if you need more slides? Say, over 12 slides. 

Over 12 slides is a no-go zone. You can go for 13, but any more and you end up choking your audience with a lot of information. Something called information overload , and you shouldn’t do that. So scale down.

Basics of Creating a Business Plan Presentation

With the recap out of the way, let’s talk about the fundamentals of preparing a business presentation that you need to keep front and center as you plan.

Your message needs to be clear and concise.

This is the heart of any successful presentation — one that makes it a winner. To ensure your message comes off coherently, explain your business idea to yourself.

The stronger your grip on your idea, the better you’d be able to explain it in a few sentences, or paragraphs at most. 

In other words, make sure you can summarize your plans into an elevator pitch. Also, don’t forget, use simple language — can a child understand your business idea? If so, you’re in the right direction. 

The presentation slides need to be easy to read and understand.

If a clear message is the heart of a prizewinning (read: investor winning) presentation, good readability and ease in understanding are the lungs, working to keep your presentation alive and breathing. 

The question now is, how do you go about creating digestible slides? Here are a couple of things that can help.

Choose a font or two that's easy to read.

Garamond, Helvetica and Gill Sans are some of the best fonts to use in a presentation .

And while you’re at it, select a readable font size. 30 points is a good benchmark size to keep in mind like we discussed above. 

Take a look at how well the font size is adjusted in this template. The changing font size also creates a visual flow that navigates viewers’ attention.

Pick a color contrast that’s easy on the eyes.

Know those bright colors that hurt the eye and are hard to look at? Steer away from them. A subtle color combination works best like in the Visme presentation template below.

Use minimal text.

To do so, read each word carefully and ask yourself: can I do just fine without this word? If you find yourself replying in the affirmative to this question, remove the word. In short, make each word earn its keep.

Here’s a template using only as many words as needed to get the message across.

Pay attention to the visual elements in each slide.

The goal is simple: you’ve got to use design elements smartly without over doing them. Sure, you’ve heard a picture is worth a thousand words, but nailing visual components in your presentation can take some effort. 

Put another way, it isn’t about throwing in a bunch of thumbnail images and icons to each slide and calling it a day. Instead, it’s about adding them thoughtfully so they’re impactful rather than extra baggage. 

Check out this template from Visme to get an idea of what we’re talking about here.

On the whole, aim for creating a business plan presentation that’s readable, comprehensible and clutter-free. 

10 Slides You Need in Your Business Plan Presentation

Now that you know how your slides need to look, let’s talk about another important point – your presentation’s slides and what they need to talk about. 

The bare minimum slides you need are 10. Remember, cover only one business aspect per slide.  Here’s what your slides should be about.

Slide 1: The Title Slide

This needs no explanation — it’s your introductory page that should include your business’s name, any slogan that you may have, and a logo as well (if it’s ready). Don’t forget to add your name to the slide. 

Since this is the first slide, it needs to be an impression maker. One way to create such a slide is to rely on a powerful image that showcases your business idea. 

Take, for example, this presentation template by Visme. It pretty much speaks for itself, narrating the business idea is related to social media scheduling.

Looking for the perfect image for your presentation? Grab one from a pool of 700+ free presentation images . 

Slide 2: The Problem Your Business Solves

Dedicate your second slide to diving into the pain point your business solves.  You can use facts to make things convincing. But, there’s nothing that beats a good story. 

Here is an amazing business plan presentation example that does just that.

Image Source

Additionally, make sure you let your design do the talking. For instance, this presentation template uses a few words and pairs them with icons that explain facts.

Slide 3: Your Business’s Solution

Now that you’ve introduced the problem, give the solution. 

This is the part where your story comes to its happy ending. And what’s the happy ending? Your business idea.  

Again, make sure your solution-offering slide isn’t wordy, but digestible. Try a diagram or sketch to explain your idea like here.

Slide 4: Your Pricing Plan

Okay, so investors know you’ve a great idea that you’ve delivered in an even greater story format. They’re impressed. What’s next? Your pricing structure. 

Go on to tell who your customers are, what your revenue sources are going to be, and how much you expect customers to pay for your product/service? 

But, instead of writing it all, present your pricing plans in a simple-to-grasp chart. 

Here’s what I mean.

Slide 5: Business Operations Information

Now is the time you give your audience an inside peep into the operating nuts and bolts of your business. 

Where will your business headquarters be located? What about the staff that runs the show in the background. What equipment will you need? Answer all that in this slide. 

Just make sure you offer all this info in a chart or diagram.

Slide 6: Your Marketing Plan

Next, tell your audience how you plan to market your business. 

Nope, "TV and ads" is not the right answer. Instead, share your marketing plan including the channels you’ll use and how you plan to do so. 

Planning to make a separate marketing presentation? Dig into this guide to create one with free templates.

Slide 7: Industry Overview

In other words, this slide is for competitor analysis. Make sure you keep it clipped and use a positive approach. 

Defaming or bad-mouthing competitors won’t help. What’ll make a difference in your favor though is how well you explain your unique selling proposition (USP) or what makes your business a winner. 

Share this information in a comparison chart or outline the key pointers using bullet points like this template below does.

Slide 8: Financial Projections

Time to pull out the crystal ball that shows the future!

Answer the following in this slide: what financial projections do you’ve for the next 3 years and 5 years to come. Then, explain how you reached those numbers. 

Slide 9: Your Team

Here’s the part when you talk about the key players who’ll help you build your business. 

See how this template intros teammates.

Slide 10: Concluding Slide

This is your last slide. It’s best to close your presentation with your contact details (check out the slide below for an idea) and a sense of urgency.

But why the urgency, you ask? Because you want to tell your audience that now is the right time for your business to enter the market. 

Customize this presentation template and make it your own! Edit and Download

How to Design a Business Plan Presentation with Visme

So far, you’ve learned a lot of theory on making a business plan presentation. It’s time to put all that and more into practice. 

Start off with writing your content. And, go on to design your slides next. 

With Visme, you’ve two ways to go about creating your presentation: either start with a template or work from the scratch. 

Have you already started making your presentation in PowerPoint, but only just discovered Visme?  No worries! Nobody’s going to ask you to start over.

Instead, simply follow the steps in here to import your PowerPoint presentation in Visme .  Or, watch this video to understand how do so.

Now, let’s start designing.

Design a Business Plan Presentation Using a Visme Template

1. pick a template.

Visme offers templates in various categories, so you’ll be sure to find a template that fits your business idea. 

For instance, here’s a business presentation template.

Here’s something for those of you with an idea in the finance sector.

Plus, a template for a product idea.

Each of the available templates are editable, which means if there’s something you want to change about it, you can easily do so.

Looking for something that takes creativity to a whole new level? Pick from one of our animated presentation templates.

2. Adjust the Slides

Once you’ve picked your template, click  Add New Slide to bring other slides from the template into your presentation. Pick and choose any and all of the slides you need to use in your business plan presentation.

You can also bring in slides that you've previously saved to your slide library to help customize your presentation even further.

3. Customize the Template

Lastly, customize your template’s font and color. 

If you already haven’t settled on your brand colors, dive into color psychology to pick colors for your presentation that inspire trust.

Take advantage of Dynamic Fields to always keep important data like names, dates and contact information accurate. Once you've customized the fields and assigned values , your data will be pulled in throughout your project.

Alternatively, you can create your presentation from the ground up. How so? 

Let’s show you the steps you need to take. 

Create a Presentation From a Themed-Canvas in Visme

1. log in to visme and pick your theme.

First, log into your Visme account and pull up a blank canvas by clicking Create on the left of your dashboard. 

Pick your theme next. Remember to give this some thought instead of selecting the theme that appeals to you. Ask yourself which theme reflects your business idea and which would suit your audience the best? 

2. Add Details to the Title Slide

Once done, start working on your title slide. You already get a dedicated space for the title and subtitle, so you don’t need to worry about aligning the two correctly. 

If you need to add another line to your first slide, click on the Header & Text on the left. This’ll show you a variety of options to play with. 

Here’s a peek.

3. Beautify with Icons, Illustrations or Images

To replace the icon, click on it and hit Replace Icon on the top of the drawing board. This will show you a variety of icons — choose whichever icon(s) that meet your goals the best. 

You can also cancel the icon options to see other elements to add. Those could be Shapes , Arrows & Lines , and (drum roll, please) Animated Graphics including animated illustrations, gestures, characters and more. 

If you plan to power your first slide with images, select Photos on the extreme left and you’ll get the option to either select images from Visme’s library or upload your own image.

4. Add More Slides

Moving on to the next slide now. Find out the Add New Slide option on the right side of your dashboard. This will get you the following screen.

Say you need an introduction slide now. Click that and you’ll get a variety of intro slides from the theme you’ve selected.

Go on to design your intro slide. Then work on other slides in the same manner. 

If you’re planning to create an animated presentation, don’t forget to check out these quick tips to animate your presentation .  

How to Make Your Business Plan Presentation Memorable

Before we wrap this up, let’s leave you with some bonus tips to make your presentation memorable. This way, investors will be more likely to say ‘yes’ to your idea. 

Make an Interactive Presentation

Undoubtedly, interactivity breathes life into your business idea, helping you stand out. Interested in creating an interactive business presentation?

Here are 17 tips to get you started. You can also take a look at how to create an interactive quiz within your presentation below.

Create engaging interactive content with Visme.

• Add interactive pop-ups and hover effects
• Increase interest and engagement on your design
• Lead your audience to specific content with interactivity

Pay Attention to Your Presentation’s Design

Not only is visual design an important component of any presentation , but it’s also what hooks your audience. It takes about 50 milliseconds for your audience to assess a design’s visual appeal. So, it's best you aim for leaving a visual impression. 

Use a powerful image like this template does.

Or try a color-based design like the one in the presentation template below (not going to play favorites, but this is one of my fav Visme presentation templates).

Visualize Data

Wherever you can, use line charts, Venn diagrams, pie charts, and any of the various chart types at your disposal.

But why should you use charts to share your data? Simple: data visualization makes boring numbers easy to understand in one glance. Besides, making them interesting to look at. 

Here’s a donut graph in a presentation, for example.

And a plotted graph.

You can also add infographics to your presentations to take them to a whole new level.

Create a Business Plan Presentation That Wins Investors

Creating a business plan presentation really isn’t much of a tough nut to crack. Consider half your work done if you’re cent percent clear about your business idea. This way your presentation’s content will come easy to you. 

As for the design? Leave that to Visme. Sign up today for free and go on to create a clear, clutter-free business presentation that leaves a solid impression on your audience.

Create beautiful presentations faster with Visme.

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Masooma Memon is a pizza-loving freelance writer by day and a novel nerd by night. She crafts research-backed, actionable blog posts for SaaS and marketing brands who aim to employ quality content to educate and engage with their audience.

The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

How To Present A Business Plan: 9 Key Elements

• By Judhajit Sen
• April 22, 2024

Key Takeaways:

• A business plan serves as a roadmap for your business journey, outlining its purpose, operations, and future trajectory.
• A business plan presentation, or pitch deck, is a condensed version of your plan that showcases essential details to potential investors or partners.
• A compelling plan presentation is crucial for securing funding, attracting investors, and rallying support for your venture.
• A successful presentation includes the executive summary, company overview, business opportunity, management and leadership team, product and service details, sales and marketing plan, funding request, financial projections, and the appendix. Each section plays a vital role in articulating your business vision and potential for success.

A business plan is like a map of your business journey. It’s a formal paper explaining what your business is all about and what it aims to do. Think of it as a kind of storybook about your business, where you tell people what it does, how it works, and where it’s headed.

Inside a business plan, you’ll find information about the business structure, who’s in charge, and how things are set up. It also discusses how the company plans to sell stuff and make money with fancy financial projections. Plus, it lists everything the business needs, like equipment and supplies, to do its job well.

A winning business plan is like a guidebook for your business adventure. When you write a business plan, it helps you figure out where you’re going, what you need to get there, and how you’ll know when you’ve arrived. And if you’re looking for extra cash for your business, having a solid plan can help persuade folks to invest in your big ideas.

Business Plan Presentation

A business plan presentation, sometimes called a “pitch deck,” is like a slideshow introducing your business basics. It’s something you show during a meeting, whether in person or on Zoom, to give folks the lowdown on your business.

A good presentation covers the essentials: what you’re all about, who you’re trying to reach, how your business works, and what you’re asking for. When you’re presenting your plan, you’re not just sharing your cool idea—you’re hoping to get your audience to help you out with something.

Importance of a Business Plan Presentation

A plan presentation is crucial for your business journey. It’s not just about jotting down ideas; it’s a strategic tool that can help you overcome hurdles and spot opportunities you might have missed. When you present your business plan successfully, you’re clarifying it for yourself and making a compelling case for potential backers—like lenders, investors, or partners—that your venture has what it takes to succeed.

Research backs this up: Studies suggest that entrepreneurs who create a business plan are more likely to build viable businesses and secure funding than those who don’t. It’s not just about writing it down; how you present your plan matters. A polished, professional-looking presentation can make all the difference whether you seek a business loan, pitch your business to investors, or wooing potential partners.

Your business plan is a roadmap for your business endeavors, guiding your decisions and actions.  It’s not just a document for internal use; it’s also a key asset in external interactions. From securing loans to attracting investors or leasing a commercial space, having a solid plan can open doors and set you on the path to success in various professional arenas.

Following are nine tips for presenting your business plan step-by-step.

Executive Summary: A Snapshot of Your Business

The executive summary is the highlight reel of your plan presentation, offering a quick glimpse into your business. It’s your chance to grab the attention of potential investors and lenders right from the start, so it needs to be engaging and informative.

Start by revisiting your plan and picking out the most significant bits. Consider what makes your business unique and why  it’s  poised for success. Highlight vital elements like your business concept, goals, and vision for the future. Describe your offerings and what sets it apart from the competition. Identify your target market and outline your strategy to reach them.

Give a snapshot of your financial standing and lay out your projected revenue and profits for the next few years. Be clear about how much money you need to achieve your goals. Introduce the members of your management team, emphasizing their relevant experience.

The executive summary  must include:

• Your mission statement.
• Details about your products or services.
• Information  about your team.
• Your plans for growth.

Keep it concise yet comprehensive, giving readers a clear understanding of your business and why they should invest.

Company Overview: Setting the Stage for Success

The company overview section of your business plan demonstrates why your venture is poised for greatness. Start by pinpointing the problem your business aims to solve and who will benefit from your solution. Provide demographic data about your target customers and highlight what differentiates your company from the competition, whether it’s specialized expertise or unique product features.

Offer a brief history of your business and detail your products or services. Explain how your offerings address the identified problem and outline your business model , such as direct-to-consumer sales or online distribution. Clarify your business structure, whether it’s a sole proprietorship, partnership, or corporation, and why this setup is advantageous.

Use storytelling techniques to make the problem relatable to your audience and emphasize the significance of your solution. Describe how your offerings meets your customers’ needs and surpasses alternatives in the market.

Outline your revenue model, whether it’s through direct sales, subscription fees, or advertising revenue. Provide examples of early success, such as initial customers, pre-orders, or signed contracts, to demonstrate the viability of your business and build confidence in its prospects. This section sets the stage for the rest of your presentation, showcasing the potential for success and garnering interest from potential investors or partners.

Business Opportunity: Seizing the Moment

This section of your business presentation showcases the potential for growth in your chosen market. Begin by delving into your market analysis, which sheds light on the landscape of your industry. Research competitors’ actions, identify trends and understand what resonates with customers.

Investors look for growth potential of your business, so provide insights into your target market’s size and demographics. Conduct a SWOT analysis to highlight your strengths, weaknesses, opportunities, and threats. Detail how you developed projections, citing interviews or market research data to lend credibility.

Describe the industry’s current state and areas ripe for improvement. If your business operates locally, assess the market in your area and identify gaps or areas for enhancement. List competitors and explain how your business will stand out in the crowd.

Use data to illustrate your business’s performance compared to others in the industry. Incorporate facts and statistics from reputable sources to bolster your presentation’s credibility and professionalism.

Finally, articulate the size of your market and the specific business opportunities it presents. Utilize market research to quantify potential customers and identify target segments. This section paints a clear picture of the market landscape and underscores the vast opportunities awaiting your business’s success.

The Management and Leadership Team: Key Players in Success

Spotlight the individuals driving your business forward. Start by confirming your business’s legal entity status, whether it’s an LLC or another form. Then, introduce your ownership and leadership teams, clarifying roles with an organizational chart and providing resumes to showcase key members’ skills and experience.

Investors often prioritize the team behind a business over the idea itself. Highlight the expertise and talent of your management team through short bios that emphasize relevant experience and industry recognition. Consider including headshots to put faces to names and build rapport.

Describe your organization’s structure, whether it’s a sole proprietorship, LLC, or corporation. If you plan to hire staff or rely on outside consultants , outline your staffing plans here. Investors are looking for assurance that you’ve consulted experts in your field needed to drive your business forward.

Ultimately, investors want to know why your team is the right one to bring your business idea to life. Use this section to showcase the capabilities and dedication of your team, emphasizing their ability to turn your vision into reality. The strength of your team can be the deciding factor in securing support for your business venture.

Product and Service Details: Delivering Value to Customers

Start by describing what you offer and how it meets the needs of your market. Highlight its unique features and the benefits it brings to customers. If you’re taking steps to protect your intellectual property, such as trademarks or patents, be sure to mention it. Similarly, if you’re investing in research and development to enhance your offerings, explain how this will benefit your business and customers alike.

Success depends on offering products or services that customers want or need. Explain the value your offerings provide, how they differ from competitors, and the buying cycle. Demonstrating your understanding of customer needs and preferences boosts confidence in your ability to deliver.

If you’re pursuing intellectual property protections like copyrights or patents, outline your strategy. Additionally, discuss any ongoing research and development efforts aimed at expanding your product line or improving existing offerings. This showcases your commitment to innovation and highlights potential avenues for future revenue growth. By clearly articulating your product and service details, you lay the groundwork for success and instill confidence in potential investors or partners.

Sales and Marketing Plan: Reaching Your Audience

In crafting your sales and marketing plan, remember that even the best product needs a push to reach customers. Outline your strategy for reaching, convincing, and retaining your target audience. Describe the steps leading to a sale, essentially designing your sales funnel, a crucial aspect of effective planning.

Give details on how you’ll spread the word about your offerings. Will you utilize paid online ads, social media promotions, direct mail, local print ads, radio or TV sponsorships, YouTube content, or other methods? List all chosen approaches.

Ensure clarity on the sales journey and why it resonates with your target and existing customer segments. If you’ve begun implementing these methods, share data on their effectiveness.

Include an overview slide of your marketing and sales plan , emphasizing how you’ll reach and sell to your target market. You’ve identified your audience; now explain how you’ll engage and convert them. This section underscores your commitment to connecting with customers and driving sales, essential for business growth and success.

Funding Request: Securing Support for Growth

Outline your financial needs and how you plan to use that money to fuel your business’s growth over the next five years. Clearly articulate the amount of funding required and its intended use, whether for marketing, research and development, hiring key personnel, or expansion into new markets or locations.

Specify whether you’re seeking equity, debt, or a combination of both, and outline the terms  you’re  seeking for the funding. Potential investors or lenders will want to understand the rationale behind the requested amount and the type of financing being sought.

If you’re contributing personal funds to the project, highlight this to demonstrate your commitment and confidence in the venture. It shows that you have “skin in the game “  and are invested in its success.

Explain the purpose behind the funding request, detailing how it will support your business objectives and drive growth. Whether it’s to enhance product development, scale operations, or increase market presence, clarify why the funding is necessary and how it aligns with your overall business strategy. This section is crucial for garnering support from investors or lenders, showcasing your vision and readiness to take your business to the next level.

Financial Projections: Mapping Your Business’s Future

Demonstrating profitability is paramount to securing funding for your business. If your company is operational, include financial statements like profit and loss, balance sheets, income, and cash flow statements.

For both established and new business, a five-year financial plan is crucial. Detail forecasted income and expenditures, breaking the first year into quarterly or monthly projections. Utilize professional-looking charts, graphs, and tables for clarity.

Even if your business lacks past financial data, preparing a budget and financial plan showcases your domain understanding. For new ventures, utilize resources like the U.S. Small Business Administration (SBA) guide or SCORE’s financial projections template. For existing businesses, provide income statements, profit and loss statements, and balance sheets, ideally covering the past three years.

Detail specific steps to achieve outlined financial goals, with more emphasis on the first year. Include interactive spreadsheets for a detailed financial analysis covering production costs, profits, planned investments, and tax projections.

A detailed sales forecast spanning up to five years helps attract outside support. If your business hasn’t launched yet, utilize market research for estimates.

In your presentation, highlight key financial data such as sales forecasts, profit projections, and estimated profitability timelines. Aim to pique interest and prompt further inquiries using facts and figures without overwhelming your audience with excessive details.

Appendix: Additional Resources for In-Depth Understanding

In the appendix section at the end of your presentation , provide supplementary materials to address potential questions and offer deeper insights into your business. Anticipate inquiries and include slides that offer the information you need, showcasing your thorough preparation and understanding of all aspects of your venture.

While the core slides of your PowerPoint presentation capture the essence of your business, the appendix offers additional resources to enrich understanding. Depending on your industry, include permits, licenses, deeds, professional certifications, media clips, patents, customer contracts, and other relevant documents. These materials offer investors and bankers a comprehensive view of your business’s potential.

Consider including a list of critical concepts and industry terms to aid understanding, mainly if your business operates in a niche field. This ensures clarity and fosters better comprehension among readers unfamiliar with industry-specific terminology.

Remember, the appendix is an opportunity to provide supplementary information that bolsters your presentation and demonstrates your thoroughness and preparedness. While the plan document may not be directly referenced, the planning process equips you to present and advocate for your business efficiently.

Navigating Your Business Journey: How To Present A Business Plan

Crafting a plan presentation is akin to mapping out your entrepreneurial journey. It’s more than just a slideshow; it’s your opportunity to portray a vivid picture of your business, its potential, and its path to success. Whether you’re seeking funding, pitching to investors, or rallying support from partners, a well-prepared presentation can make all the difference.

At its core, the presentation distills the essence of your venture into digestible bits, offering a snapshot of your business basics. It covers everything from your business concept and target audience to your revenue model and financial projections. But it’s not just about sharing information—it’s about persuading your audience to join you on your business adventure.

By outlining the importance of a plan presentation and dissecting its key components, we’ve delved into the strategic approach needed to craft a compelling pitch. From the executive summary to business projections, each section plays a vital role in articulating your vision and garnering support for your venture.

Armed with insights into what makes a successful plan presentation, you’re better equipped to navigate the complexities of entrepreneurship. Whether you’re a veteran business owner or a debutant entrepreneur, a well-crafted presentation can pave the way for future growth and success. So, harness the power of storytelling , data, and strategic planning to chart a course for your business’s bright future.

Frequently Asked Questions (FAQs)

1. What is a business plan, and why is it important?

A business plan is like a roadmap for your business journey, detailing what your business is about, what it aims to achieve, and how it plans to do so. Think of it as a storybook about your business, explaining its concept, structure, target market, marketing strategy, financial projections, and more. It’s essential because it helps you clarify your business vision, spot opportunities, overcome obstacles, and persuade potential backers to invest in your ideas .

2. What is a business plan presentation, and why do I need it?

A business plan presentation, also known as a “pitch deck, “  is a slideshow that introduces the basics of your business to potential investors, lenders, or partners. It offers a concise overview of your business concept, target audience, operations, and funding needs. It’s crucial because it allows you to present your business in a visually appealing and engaging format, making it easier for others to understand and support your venture.

3. What are the critical elements of a successful plan presentation?

A successful plan presentation comprises several key elements, including the executive summary, company overview, business opportunity, the management and leadership team, product and service details, sales and marketing plan, funding request, financial projections, and appendix. Whether you want to grab your audience’s attention or provide detailed insights into your business and its potential for success, each section serves a specific purpose,

4. How can I make my plan presentation more compelling?

Focus on storytelling, clarity, and professionalism to make your presentation more compelling. Use engaging visuals , such as charts, graphs, and images, to illustrate key points and data. Keep your language simple and concise, avoiding  jargon that may confuse your audience.  Practice your presentation beforehand to ensure smooth delivery and confidence. Finally, be prepared to answer queries and address concerns raised by your audience, demonstrating your knowledge and readiness to lead your business to success.

Supercharge Your Business Plan Presentation with Prezentium

Transform your plan presentation from ordinary to outstanding with Prezentium ‘s AI-powered services. Whether  you’re  pitching to investors, seeking funding, or sharing your vision with stakeholders, Prezentium equips you with the tools and expertise to create killer presentations that captivate your audience.

Overnight Presentations : Need a polished presentation in record time? Email your requirements to Prezentium by 5:30 pm PST, and we’ll work our magic overnight. By 9:30 am PST the following business day, you’ll receive a stellar presentation delivered straight to your inbox—ready to impress.

Presentation Specialists : Our team of experts at Prezentium is here to bring your ideas to life. From transforming meeting notes into exquisite presentations to crafting new designs and templates, we’ve got you covered. Let us help you elevate your presentation game and make a lasting impression.

Zenith Learning : Elevate your communication skills with Prezentium’s interactive workshops and training programs. Combining structured problem-solving with visual storytelling, our programs empower you to communicate with impact and clarity.

Unlock the full potential of your presentation with Prezentium’s AI-powered services. From compelling visuals to data-driven insights, we’re here to help you shine. Contact us today to supercharge your presentation and take your business to new heights!

Why wait? Avail a complimentary 1-on-1 session with our presentation expert. See how other enterprise leaders are creating impactful presentations with us.

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From Idea to Investment: How to Make a Business Plan Presentation

Renderforest Staff

26 Sep 2023

13 min read  

Companies that have solid business plans are 129% more likely to grow beyond the startup phase and develop into successful enterprises. 

Moreover, a business plan is the driving force that makes those with business ideas 260% more likely to actually take steps toward launching their ventures .

Why’s that?

We can call it a power of knowing what you’re doing . A good business overview presentation dispels ambiguity and defines a clear path towards success. 

A thorough introduction business plan is a well-oiled and highly organized machine behind the scenes that makes companies thrive and move forward regardless of the competition, changes in the economy, or other forces.

So, if you’re an aspiring individual looking to conquer the business world with your new idea and make investors believe in it, you need a business plan presentation.

This practical how-to guide will help you with that and provide you with top-notch business presentation examples to use as a ready-to-go template .

Business Plan Presentation: Goals and Applications Explained

A business idea presentation is a written, formal, and detailed document that outlines a company’s goals and objectives, strategies, financial projections, and operational plans for achieving success and sustainability.

• The key reason why you need a business plan slide deck is to attract external investors and raise capital for your project . With most early-stage companies striving with the shortage of financial resources, this task is critical for your startup’s survival and success. 
• The secondary objective of the business plan presentation is keeping your internal team focused, motivated, and on track . The plan ensures everyone involved in the project has an understanding of where they’re heading and what the company’s goals are.

Focusing more on the first goal, you should clearly understand that potential investors will first evaluate your business plan’s real chances of generating a return on their investment. So, your first task is to have a presentation plan that shows how you’re going to achieve profit. First things first, you’ll want to have a catchy brand name, and for that, you can use the AI business name generator .

Among other factors that can motivate investors to approve your project , some are critical. 

• You need to be detailed and clear . Investors tend to engage in projects in the industry that are well-familiar to them or explained to them in great detail. They also need to see a logical flow of action items you plan to implement to reach the desired goal.
• Your team should be reliable and professional . Investors put resources into teams they believe in. So ensure your team, their expertise, and clear priorities are represented and explained properly in the business overview slide. 
• Market validation evidence is needed . Investors need to see that the product you try to create is in demand. Given the current market trends and customer behavior, people need to have tangible proof that you are able to feed their needs with your product or service.
• A clear cost breakdown is a must . Your potential investors need to understand what costs are necessary and how much is allocated for each part of the project. Pay close attention to this part, and be realistic with the expenses and estimations. 

Well, you guessed it. Regardless of which business plan presentation template you choose, your presentation should translate your ideas into convincing facts, plans, and actions for the investors to see. 

Consider This While Creating a Business Plan Presentation

You can have a sea of business presentation ideas, but a typical audience’s attention span is 7 minutes . Well, 10 minutes at most if you have a super-engaging presentation or talk like Steve Jobs used to reveal Apple’s new products. 

Based on the short time frame you have, Guy Kawasaki introduced a 10/20/30 rule – a must-follow answer to your “how to make a business plan presentation” question. 

• Have up to 1 0 business plan slides .
• Structure your business model presentation to fit a 20-minute timeframe at most.
• Choose a font size no smaller than 30 . It is better to focus on easy-to-read and professional-looking fonts like Helvetica or Garamond.

Choose a Business Project Plan Presentation Template from Renderforest!

Eliminate the need to spend time creating a business plan presentation from scratch. With Renderforest’s online template library, you can choose any ready-to-go business plan slides template that’s designed with all the key features, creative elements, and professional approach. 

Choose anything from creative, modern, and sleek presentations to minimal or flat designs. Customize in a few clicks to have a personalized, unique presentation. 

Here are the key principles you should keep with your business plan presentation.

Have Clear Objectives

There are different company presentation examples based on the specific objective you chase with your business overview. You may ( and ideally should ) have one core business plan presentation, including all the key sections and details and a few different versions of it based on the key audiences and places you’re going to present it.

Let’s make it clear. 

Say you have a meeting with investors on Monday, another one with your marketing team on Tuesday, and you’re also invited as a speaker to the business event on Saturday. Each of these events has different audiences you need to captivate. And even though the primary idea you want to get across doesn’t change, you need to adapt your visual business plan for each audience. 

• For investors , you should have a thorough business plan presentation outline with a strong emphasis on the financials part. 
• For your marketing team , focus more on the strategic part and ideas for brand recognition you plan to implement. Here, more concentration is needed on motivating the team and having a clear breakdown of responsibilities.
• Finally, for a business event , it’s better to remove some sensitive business plan slides like finance, risks, etc., and replace them with more general and inspiring slides about your company’s vision and story. 

It may take you a few minutes to create a slightly modified version of your presentation, but the audience you’re addressing will appreciate it. 

Try to appear with an adjusted presentation for each audience and place. 

Keep It Clear and Concise

We should probably apologize for overusing the words “clear and concise,” but that’s what really working business slideshow examples are about. 

So, we can’t stress this enough: be as brief as possible. Remember, an overloaded business plan presentation is your no-go area!

• Choose 1, max two font styles, and ensure they go well together.
• Pick colors that form a good contrast together, avoiding too many bright shadows.
• Ensure your business plan slideshow has a healthy portion of negative space.
• Have as much text per page as can be read and digested by the audience without rushing.
• Keep a healthy balance between visuals and text.

The template below is a brilliant business presentation example, considering all the above tips. 

Maintain Visual Consistency

A cohesive, professional, and unified structure across all slides is essential . This means every slide in your business plan presentation should follow the same layout and design principles.

Colors, fonts, graphics, background, and buttons – all should follow the same rules . This will create a holistic, consistent experience for your audience while conveying your message clearly. 

In some cases, certain slides can have different colors than others, but they should all have the same general look. When you look at your business plan presentation, there should be a feeling of congruence across all slides. 

Otherwise, you risk leaving an unorganized, messy impression. 

Template Packs Are Your Best Friends for Creating Visual Consistency

What are business plan slide template packs from Renderforest, and why are they the best solution for a consistent look?

Packs are a collection of different slides – intro, overview, summary, budget, team, mission & vision, etc. that are all designed to work together . No matter which ~10 sample business plan presentations you will choose from them, the final result will be a unified look.

See how our Startup Pitch Deck pack slides go together. 

11 Cornerstones: Business Plan Slides to Include in Your Next Pitch

Well, by now, you should’ve grasped the fundamentals of how to do company presentations. And when you know the theory, it’s time to move on to the practical part – the actual slides you should include in your business plan presentation. 

The good news is you don’t need even a hint of design talent to have a striking business growth plan presentation. With Renderforest’s ready-to-use business plan presentation ideas, your manual work is limited to small editing with drag & drop options.

We’ve collected the key business plan presentation examples for you to grab and go.

Just scroll down to pick one!

Recommended Reading

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The Title Slide

Hello, it’s me!

The title slide is the very first impression your audience will get from your business plan presentation. That’s why it should be catchy, intriguing, and not too overloaded with information.

Keep in mind – the title slide of your business plan doesn’t have to include all the text; a few headlines or statements can be enough to captivate the audience.

The best business plan presentation tips say the title slide should include all or some of the following.

• Company/product name
• Presenter’s name
• Short motto or statement
• Catchy photo

Executive Summary

Consolidate all the high-level insights of your presentation here – this is the part to grab the audience’s attention and get them interested in the details.

The goal of an executive summary is to raise interest without revealing too much or giving away all your secrets. 

You should be concise and clear here, focus on the top priorities that make you stand out from the competition, and share insights about what has been achieved and what business goals are ahead.

You can also share a few success stories from your industry or your own company, show how your current strategies have worked well in the past, and use them as an example to move forward. 

Statistics, facts, numbers – these are all great attention grabbers. 

Business Problem and Your Solution

The most successful businesses effectively solve the existing problems which don’t have successful solutions yet. So it’s no surprise a problem & solution is your business plan pitch presentation’s fundamental block.

Describe the issue you’re solving, explain why it’s a major problem ( backed up by relevant statistics ), and show how your product or service can overcome the difficulty.

Include visuals – images, infographics, graphs, and diagrams to emphasize on the issue. You can also highlight customer reviews or success stories to further illustrate the issue. 

Depending on how convincing you are at this stage, you can make or break the whole pitch. 

Your Value Propositions

So, what’s all the buzz about you? It’s time to showcase the unique features of your business and what makes it stand out from the competition. 

Value propositions are the distinguishing features of your product/service that should differentiate you from others in the market.

You can discuss such elements as quality, price, usability, support services, customization opportunities, and other factors of your provided solution that make you better than anyone else and what should drive people to choose you. 

Value propositions can be presented in the form of competitive advantages, service catalogs, benefits, or a simple list of features. 

The golden rule here is to avoid generic phrases and be as specific as possible. 

Market Analysis, a.k.a. Industry Overview

Investors will trust you if you prove you know the field you’re in. Knowing what you and your team are ready to do and knowing what the industry demands or how it works – are two different things. 

So, however deep is your approach to presenting your company’s value propositions, be twice as deep and detailed when it comes to market analysis or industry overview part. 

Explain the size of the market, its development over time, and the competitive landscape. Provide a full list of competitors, their strengths & weaknesses you should consider.

A good practice is to add trends & drivers in your industry – different components that shape the current state of affairs and will impact your future decision-making.

We highly recommend you proceed with your own research here, as publicly available stats ( though very useful ) don’t completely reveal your initiative and dedication to the project.

Even a small survey with your target audience or a focus group can be a great asset for your business ideas presentation. 

Go-to-Market Strategy

Reaching the paramount section – market strategy. When presenting a business plan to investors, that’s your chance to explain what business tactics you’ve chosen and why they are likely to work well.

For this part, you should outline the strategies, tactics, and approaches that will be used to acquire customers. Mention channels you’ll use for customer acquisition (SEO, PPC, social media campaigns, etc.) and their advantages and disadvantages in different markets. 

Talk about pricing models – how will you charge users for different plans/packages, and how are they tailored to attract customers from different market segments? 

Timeline format is one of the best practices when it comes to business plans for presentations . Picture your planned activities in chronological order, with estimated timelines to accomplish tasks. You can also include milestones in the timeline – significant events that will determine the success and development of your business.

Financial Projections

You also need a detailed accounting business plan presentation, where you show a thorough picture of how your company will be making money. 

To make it work, you need to provide a realistic estimate about the amount of money that could be brought in from different areas: sales, investments, grants, etc., and then calculate expenses – salaries for key personnel, office rent & utilities, travel costs.

Try to think outside the box when it comes to financial projections. Include the cost of any external services required, such as virtual assistants, accounting personnel, or marketing campaigns that will be necessary. 

Financial projections are the part where most startups fail because while many know how to scale their business, few can predict future expenses. If you don’t have a proper financial education to carry out this step, consider consulting an experienced financial analyst or accountant. 

Risks and Mitigations

Your business decisions have potential outcomes depending both on external and internal factors. Predicting those outcomes and including them in the business plan presentation for potential investors is called risk assessment or risk analysis – a crucial element without which your business plan presentation can’t be complete. 

The risk assessment part should include an overview of the potential risks, your reserve plan to mitigate them, and the steps you will take for each risk.

Usually, businesses analyze external ( economic, political, and technological ) risks that are beyond their control and internal ( operational, legal, financial ) risks that can be managed and controlled. 

It’s also common to calculate your business’s debt-to-equity ratio as a common financial risk evaluation tool . As debt is a potential risk for your company, and equity is your main resource to cover it, this ratio helps investors measure the financial stability of your business. 

Competitive Landscape 

Where do you stand in the competitive landscape? Here, you need to provide a full list of your competitors, their strengths & weaknesses. 

Besides that, it’s important to explain how you’re different from them and what makes you unique – this is where your value propositions come into play. Show investors how your solution can solve a problem better than others through compelling evidence or experiences related to previous cases. 

The two common ways to include competitor information in your business presentation outline are SWOT analysis and competitor analysis framework . 

In the SWOT analysis, you should talk about the strengths, weaknesses, opportunities, and threats your company has and how it compares to your competitors. 

The competitor analysis framework requires you to compare, evaluate, and rank each of the different business strategies they are using against yours. By doing this, you can identify potential areas and opportunities for improvement in the future. 

Team Overview

When presenting a business plan, don’t forget to honor the people who help you build your business. Investors care about who is on the team and how capable they are of performing their tasks, so it’s important to introduce them in an appropriate way. 

If you’re a small startup, list all key personnel – founders, CMOs, CFOs, etc., and talk briefly about their experience & achievements. Describe the combination of skill sets that makes your team unique and provide evidence to support it. 

If you’re a larger organization, focus on introducing key executives. Show investors how each person is important to successfully make decisions, drive business growth, or innovate in their areas of expertise. 

Also, mention if you have any experienced mentors, advisors, or board members who can help you move your business forward.

Conclusion and Call to Action

If you ask how to present a business plan that leaves a lasting impression, your conclusion and call to action are the key. Basically, you need to explain what will put everything together and leave investors with an overwhelming sense of enthusiasm. 

Summarize your main points and emphasize how all the previous parts create a powerful vision for potential success. Show them why it’s the right time to invest in your business and how they will get a return on their investment.

Finally, explain what you need from them – investments in cash or resources, board memberships, mentorship, etc., and give clear instructions on what investors should do next. 

Tips to Create an Ideal Business Plan Presentation with Renderforest

It’s time to create your new business presentation, and it’s easier than you may think with Renderforest. 

Follow the below quick steps to create the actual presentation of a business plan to your potential investors to secure funding.

Step 1. Choose a Business Plan Presentation Template

Head to our library of business plan presentations to find anything from financial and marketing to startup pitch decks, and choose the one that fits your business best. 

Each business plan presentation pack has a different number of scenes. You can check out which ones have enough slides to include all the important information and pick the best one. 

We recommend picking all your scenes from the same example business presentation pack, as each one differs in design and style, and keeping consistency can be tricky when mixing different packs.

Click on the pack you like the most, and choose “ Create .” All the scenes available in the pack will be accessible to reorder, add, or remove as many business slide examples as you need. 

Step 2. Customize the Slides to Match Your Corporate Branding

Though every business plan slide in Renderforest comes in a neatly organized, professional design, you can still make it fit your corporate branding. 

There are many editing options to make each slide look unique – change colors, font styles & sizes, and add your own images, icons, or GIFs. Make sure that design elements like backgrounds, shapes, or color schemes are all in line with your brand identity to show you mean business. 

Step 3. Download It in Your Preferred Format

Done? Ready to present a business plan? Get the high-quality version of your business plan presentation in different formats, all adjusted to different devices you may use to present. 

Renderforest business plan presentation is all yours – download it in JPG or PDF formats, or share a public link with your potential investors. 

You can be confident about the output quality, as Renderforest has both 4k and HD resolution versions of your presentation slides.

The Bottom Line

Now, the question “how to start a business plan presentation” shouldn’t scare you with too many tasks to do. 

The design part is handled by Renderforest with professionally chosen color and font combinations to fit the industry and purpose.

The tasks left to you are to input all the important information in slides and make sure all your branding elements are present and ready to download.

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How to Make a Business Plan Presentation? Guide & Examples

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Company Profile

Market analysis, customer profiles, marketing and sales strategies.

• Organizational Structure And Management

Services And Products

Financial plan, executive summary.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

Here is a list of some of the best and most used templates from SlideUpLift:

• Executive Summary Templates For PowerPoint & Google Slides
• Project Management Presentations Collection PowerPoint Template
• Roadmap Templates For PowerPoint & Google Slides
• 30 60 90 Day Plan Collection For PowerPoint
• List Templates Collection For PowerPoint  
• Business Planning Isometric PowerPoint Template
• One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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Business Plan Presentation: Essentials, Structure, and Expert Tips

This article provides a concise guide to creating successful business plan presentations. It outlines key components, shares expert tips for effective delivery, and offers insights for entrepreneurs and managers seeking to engage their audience.

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Are you sitting on a groundbreaking business concept but feeling uncertain about how to present it in the best way? We're here to help to transform your business plan idea into an irresistible pitch that resonates and convinces.

Whether you're an industry veteran or a newcomer eager to build a business from scratch, having a roadmap, including a well-defined business model slide , is crucial. A well-structured business plan greatly enhances your chances of success.

However, the way you present your project's outline is equally important. Clear communication with your target audience and conveying your core ideas efficiently are key.

The most effective way to communicate your ideas is through visualization. That's where a PowerPoint business plan presentation can be incredibly useful!

Let's discover how to make a presentation that really connect with people and why starting a business with a well-explained plan is essential to long-term success.

What Is a Business Plan Presentation?

In essence, a business plan presentation combines two components: a compelling business plan and an engaging, well-structured presentation of its key aspects, specifics, and conditions. A comprehensive business outline serves as the foundation for an exceptional business plan presentation, making the process of crafting a captivating presentation seamless.

The role of a business plan in an engaging presentation

The primary purpose of a business plan is to provide your target audience with a clear understanding of your business goals and how you intend to achieve them. A detailed business roadmap is the ideal basis for launching and promoting a project.м On the other hand, poorly created and delivered plans can undermine your efforts, particularly for startups.

The plan you're about to present should clarify essential aspects such as:

• Your brand's financial position and performance, along with investment rates
• Common risks and challenges in achieving your goals, accompanied by your proposed solutions
• The overall effectiveness and potential of your brand's competitive edge
• Resources you possess, require, or plan to acquire for your business launch

Prepare and organize this information based on various studies, analyses, and assessments typically conducted by in-house analysts and managers.

Transitioning to PowerPoint

Armed with raw numbers, statistics, and business statements, it's time to enhance your content with structure and animation in PowerPoint or any other tools that you’re using to design your presentation. A business plan presentation is an elaborate visualization of your action plan that brings your ideas to life.

Your primary objectives are to:

• Familiarize your target audience with your business plan's essential points
• Introduce it in the most captivating way possible (e.g., using transitions, charts, graphs, animations)

What to Include in a Business Plan Presentation

To create a persuasive business plan presentation, you need to know precisely how to structure it effectively. Luckily, we have best practices and expert tips from firsthand experience.

Begin with key points that introduce your brand or project's outline and guide the audience through the rest of the business plan presentation:

• General business description - include the brand/project name, logo, tagline, and a powerful statement-title
• List relevant challenges your target audience faces to engage viewers
• Describe your approach to overcoming these challenges
• Support your statements with your vision of the final results, steps to achieve your goals, and overall time frame
• Identify individuals responsible for streamlining your business processes
• Outline a marketing strategy that helps your idea reach the target audience

How Many Slides Should Your Business Plan Presentation Have?

A common misconception is that more slides result in a better presentation. While successful pitch deck design services agree that being descriptive and detailed is beneficial, staying focused and concise is even more crucial.

Avoid overwhelming your audience with excessive slides. Instead, distill and break down the information into digestible segments.

So, how many slides should you include in a business plan presentation?

The 10-20-30 Rule

Introduced by Guy Kawasaki, a former Apple brand ambassador, this tried-and-tested practice helps you strike the perfect balance.

According to this rule, you should:

• Create 10 slides to provide enough detail while maintaining a reasonable content volume
• Limit your presentation to 20 minutes to hold the audience's attention
• Use a 30 pt font size for readability

Keep in mind that these tips are flexible, so don't be afraid to adjust them according to your needs.

What to include in Business Plan Slides Presentation

We've touched on some key points to include in your business plan presentation. Now, let's examine how to compose them and what else to add.

Introduction slide

Make a great first impression with an introductory slide that conveys your company's essence with minimal text. Include your business name, logo, and an inspiring slogan.

Executive summary

Summarize your business plan's key points, including the problem your business solves, the target market, and your unique selling proposition. Decide whether to dive into detailed target audience challenges or provide a brief summary of what the audience is about to see. Consider using an infographic to communicate your core value proposition effectively.

Market analysis

Show your target market how you'll ease their daily or professional lives. Demonstrate your expertise by visualizing market research takeaways, customer demographics and segments, relevant challenges, and market size using pie charts and graphs.

Competitor analysis

To achieve ultimate success, it's essential to take the time to analyze your competition. Gaining an understanding of the industry makes it easier to explain why your business is the ideal choice. You can incorporate various approaches, such as:

• SWOT analysis - a proven method for assessing both your own and your competitors' capabilities by analyzing Strengths, Weaknesses, Opportunities, and Threats;
• Porter's five forces - a framework for comparing your brand to competitors based on five key factors (competitive rivalry, supplier power, buyer power, threat of substitution, and threat of new entry);
• Competitor profile - a focused compilation of data regarding competitors' strategies, market positions, sales figures, and other statistics for comparison; ‍
• PEST analysis - a broader examination of the political, economic, socio-cultural, and technological aspects of the target market

Product/service

Clearly explain your product or service offering, its benefits, and any unique features that set it apart from competitors.

Marketing and sales strategy

Outline your plans for reaching your target audience, including marketing channels, promotional strategies, and sales tactics.

Operational plan

Explain the technical aspects of your business, detail your business's day-to-day operations, including processes, supply chain management, and any partnerships or collaborations.

Introduce the people behind the scenes to add a personal touch and connect with the audience. Having a passionate team ready to tackle challenges is crucial.

Financial projections

Include projected income statements, cash flow statements, and balance sheets to demonstrate your business's potential profitability and financial stability. Be sure to make realistic projects and explore different case scenarios to show potential investors what will happen in various market situations.

Funding requirements

If you're seeking investment, specify the amount of funding required, how it will be used, and the expected return on investment for potential investors.

Milestones and timeline slide

Outline the key milestones your business aims to achieve and the timeline for reaching them, demonstrating your commitment to growth and success.

Providing contact details

The best way to conclude your business plan presentation is to let everyone know how to get in touch with you. Keep the last slide simple, with a "contact us" call-to-action and your contact information.

Examples of Good Business Plans

To stay motivated and inspired, explore the following examples of excellent business plans from professional presentation design services to streamline the creation of your presentation.

Business plan for a startup

Creating a business plan can be daunting for startups trying to launch. Focus your presentation on your future goals, highlighting your potential and promising prospects.

Business plan with the market analysis

The market is often competitive, so dedicating time to analyze it can help you organize your business effectively.

Business action plan

A business action plan demonstrates how to concentrate on a specific issue. Such a presentation targets particular problems and their solutions, typically related to a specific industry.

How About Creating a Truly Stellar Business Plan Presentation?

Now it's time to capture the hearts and minds of your target audience, whether they're potential customers, clients, investors, or partners, with a flawless business plan presentation.

Even with expert tips, designing a business plan in a program such as PowerPoint or Keynote can be challenging. But you don't have to go it alone - we're here to help.

Get in touch today, and let our presentation design company assist you in crafting an effective presentation for your business idea. We can start with a no-strings-attached complimentary consultation. Just reach out and schedule a call today.

Download "What Should Be in a Pitch Deck Presentation" for free!

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How to Create a Business Plan Presentation

Noah Parsons

8 min. read

Updated April 9, 2024

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise.

The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge.

This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

• What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business.

A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

• Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

• 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, suppose you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals. In that case, you’ll want to present using terminology that they are familiar with.

However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

• What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going.

Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to present your business plan expertly and successfully.

Check out our analysis of 7 well-known startup pitch decks for examples of businesses that successfully did this.

• Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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Business plan presentation: A complete guide for executives

Ever wondered what goes into creating a killer business plan presentation that leaves your audience in awe? Well, you're in the right place.

Sahul Hameed

Building presentations

Hey there, fellow business enthusiast! 🚀

Have you ever wondered what sets successful entrepreneurs apart from the rest?

It's not just a great business idea; it's the ability to present that idea effectively through a stellar business plan presentation. In today's digital age, where first impressions matter more than ever, mastering the art of business plan presentations is crucial.

In this comprehensive guide, we'll delve into the intricacies of crafting a winning business plan presentation that will leave potential investors, partners, and stakeholders eager to jump on board.

What is a business plan?

Before we dive into the nitty-gritty of presentations, let's start with the basics. A business plan is the blueprint for your entrepreneurial journey. It's a detailed document that outlines your business idea, strategy, and financial projections. It's like the GPS for your business, guiding you from start to success.

Purpose of a business plan: Why do we need one?

Now, you might be thinking, "Do I really need a business plan?"

Absolutely! A well-crafted business plan serves multiple purposes. It not only clarifies your business goals but also acts as a roadmap for your team. Moreover, it's a powerful tool to attract investors, secure loans, and demonstrate your expertise in your industry.

Types of business plans

When it comes to business planning, one size doesn't fit all. Depending on your specific goals and needs, there are various types of business plans to choose from. Let's explore some of the most common ones:

1. Startup business plan

Starting a new business venture? A startup business plan is your go-to document. It's like the blueprint for your entrepreneurial dream. This plan outlines essential elements such as your products or services, target market, competition analysis, and financial projections. Its primary purpose? To attract investors and secure the necessary funding to kickstart your business.

2. Strategic business plan

Looking at the bigger picture? A strategic business plan is your long-term roadmap. It not only sets your business goals and objectives but also outlines the strategies to achieve them. Think of it as your guiding star, ensuring that your business stays on track and steadily moves towards its goals.

3. Feasibility business plan

Before taking the plunge, it's wise to assess the waters. A feasibility business plan helps you evaluate the viability of your business idea. It dives into market analysis, competition assessment, and financial projections. This plan is often used to secure loans or grants, especially from banks or government agencies.

4. Operations business plan

Want to optimize your day-to-day operations? An operations business plan is your tool for streamlining processes. It covers everything from your products or services to supply chain, manufacturing, distribution, and customer service procedures. This type of plan helps enhance efficiency and productivity within your business.

5. Growth business plan

Ready to take your business to new heights? A growth business plan charts the course for expansion. It involves a thorough market analysis, competition assessment, and financial projections. This plan is instrumental in attracting investors or securing financing for ambitious growth projects.

6. Specialized business plans

Beyond the broad categories, there are specialized business plans tailored to unique needs. These include:

• Marketing business plans : Focused on marketing strategies and tactics.
• Financial business plans : Emphasizing financial projections and budgeting.
• Product launch business plans : Geared towards launching new products or services.

Here is a guide on new market entry strategy presentation .

Types of business plans based on size

Business plans can also be categorized based on their size and complexity. Here are the main types:

1. Traditional business plan

Think of a traditional business plan as the comprehensive encyclopedia of your business. It delves into every aspect, from products and target markets to competition and financial forecasts. Typically, it's used to woo investors or secure funding from banks.

2. Lean startup business plan

For startups seeking a more streamlined approach, the lean startup business plan is the way to go. It's a shorter, more focused version of the traditional plan, highlighting key elements like the problem you're solving, your solution, and your business model. Ideal for early-stage businesses looking to attract investors.

3. One-page business plan

Short on time but big on ideas? The one-page business plan is a concise summary of your business. It covers essential information like products or services, target markets, competition, financial projections, and your team, all on a single page. It's perfect for quickly pitching your business concept to potential investors or partners.

Remember, the type of business plan you choose depends on your specific business goals, size, and the stage of your entrepreneurial journey. Whether you're just starting out or aiming for growth, there's a business plan tailored to your needs.

Why presentation is important for a business plan

Now, let's talk about the secret sauce that makes your business plan stand out – presentation.

Think of it this way: You've got a fantastic business idea, but if you can't convey it effectively, it's like having a treasure map but no one to read it. This is where a well-crafted business plan presentation comes into play.

But don't just take our word for it. Numerous studies and statistics underline the crucial role of business plan presentations in the success of entrepreneurs and businesses:

Higher chance of success

Companies armed with well-structured business plans are more likely to succeed. According to a study by Harvard Business Review , business owners who create a formal business plan have a 16% higher chance of succeeding than those who don't. It's like having a roadmap that not only guides you but also significantly increases your odds of reaching your destination.

Securing funding

If you're in the pursuit of investors or loans, a well-crafted business plan presentation is your golden ticket. It's the bridge that connects your vision, strategy, and financial projections to potential investors. This critical step can't be underestimated, as 72% of investors consider a business plan presentation an important factor in their decision to invest in a company, according to CB Insights .

Attracting and retaining top talent

Your team is the backbone of your business, and attracting top talent is a vital aspect of growth. A business plan presentation plays a pivotal role here. It offers prospective employees insights into your company's goals and values, helping them understand the bigger picture. In fact, 85% of employers state that they would be more inclined to hire a candidate who demonstrates a clear understanding of the company's business plan, as reported by Glassdoor.

The power of well-designed presentations

It's not just about having a presentation; it's about making it count. Well-organized, informative, and engaging business plan presentations have a higher chance of success. A study by the University of California, Berkeley, found that such presentations, when thoughtfully designed and expertly delivered, are more likely to persuade investors and attract top talent.

In essence, a business plan presentation is your voice, your vision, and your opportunity to shine. It's not merely a formality; it's the vessel through which you convey your passion and dedication to your business. So, craft it thoughtfully, present it passionately, and watch how it can transform your business journey.

How to structure an effective business plan presentation

Creating an impactful presentation requires more than just slapping together a few slides. You'll need to structure it thoughtfully. Here's a winning formula:

• Title slide : The first slide should be eye-catching and informative. It's like the cover of a book – make it compelling.
• Executive summary : In a nutshell, summarize your business plan. Keep it concise and captivating, like the teaser of a movie.
• Business Idea : Dive into the heart of your business. Explain your idea in a way that sparks curiosity.
• Market analysis : Who's your target market ? What is the size of your market? Show investors that you've conducted a thorough market analysis in your business plan .
• Business model : Explain how your business operates. What sets your business apart? Highlight your competitive advantage .
• Marketing and sales plan : How will you enter the market? What strategies will you use to promote your products or services ?
• Financial projections : Lay out your financial plan. Investors want to see the numbers – revenue, expenses, and profit.
• Management team : Introduce your team. Highlight their expertise and why they're crucial to your business.
• SWOT analysis : Assess your business's strengths, weaknesses, opportunities, and threats.
• Conclusion : Summarize the key points and leave your audience with a sense of urgency to join your journey.

Do's and don'ts on a business plan presentation

Now that you know the structure, let's talk about some do's and don'ts to ensure your presentation hits the mark.

• Use visuals : Charts and graphs speak louder than words.
• Be concise : Avoid using too much text; let your slides complement your speech.
• Rehearse : Practice makes perfect. Be well-prepared for questions.
• Engage your audience : Make your presentation interactive. Ask questions and involve your audience.

Don't :

• Overload with information : Stick to the essentials.
• Read slides word-for-word : Your presentation should augment your words, not replace them.
• Waste time : Keep your presentation within the allocated time frame.
• Lack confidence : Believe in your business and your presentation.

1. Why is it important to make a business plan presentation?

A business plan presentation is your opportunity to showcase your business in its best light. It's not just about information; it's about capturing your audience's attention and conveying your ideas effectively. Think of it as a powerful tool to explain your business, highlight key aspects, and ultimately secure the support and funding you need. Whether you're presenting to investors or stakeholders, a well-crafted presentation can make a significant difference in conveying your unique value proposition.

2. How many slides should my business plan presentation have?

The number of slides in a business plan presentation can vary, but a common guideline is to aim for 10-12 slides . This range allows you to explain your business comprehensively without overwhelming your audience with too many details. It's essential to create an outline and plan your presentation strategically to fit your entire story within these slides. Remember, it's not about how many slides you have, but how effectively you use them to highlight the key points of your business plan.

3. What are some common mistakes to avoid when creating a business plan presentation?

One of the most common mistakes to avoid in a business plan presentation is overloading it with text and data. Instead, focus on using bullet points and visuals to convey your message clearly and concisely. Additionally, don't forget to include a value proposition that sets your business apart. It's crucial to answer the following questions: What services or products do you offer? Who is your target audience ? How do you plan to reach them? What channels will you use? By addressing these aspects and avoiding information overload, you'll be on the path to creating a winning presentation.

4. Do I need a specific presentation template for a business plan presentation?

While it's not mandatory, using a business plan presentation template can be highly beneficial. Templates provide a structured format that makes it easier to organize your content effectively. They often include slide designs tailored for different aspects of your business plan, such as market analysis, financial projections, and product development. By using a template, you can save time, ensure a professional look, and focus on the details about your business rather than the design of your slides.

5. How should I time my business plan presentation?

Timing your business plan presentation is crucial to keeping your audience engaged and respecting their time. Generally, a business plan presentation should last around 20-30 minutes to allow for questions and discussions afterward. However, it's essential to rehearse and ensure that you can present your content effectively within this timeframe. Make sure to plan and highlight the most critical points, keeping your audience's attention throughout the presentation. Remember, a well-paced and engaging presentation can leave a lasting impression and increase your chances of success.

Summarizing key takeaways

In this comprehensive guide, we've unraveled the art of crafting a compelling business plan presentation. From understanding the types of business plans to mastering the do's and don'ts, you're now ready to create presentations that leave a lasting impression.

Remember, a successful business plan presentation is not just about the slides; it's about telling a captivating story that resonates with your audience. So, go ahead, use those templates , slides , and presentation software to make your business idea shine.

And always keep in mind: Your business plan presentation isn't just a pitch; it's the first chapter of your entrepreneurial journey. Make it count!

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Now that you're equipped with the knowledge to create a winning business plan presentation, you might be wondering where to start.

The answer? Prezent, the ultimate AI presentation software for enterprise teams.

With Prezent's 35,000+ slides and 100% compliance, you can save 70% of the time in making presentations while ensuring your brand is 100% on point. Our real-time sharing and collaboration features make teamwork a breeze, and you can access guides , e-courses, and templates that will make your presentation shine.

So, why wait? Whether you're using PowerPoint, Google Slides, or any other platform, Prezent has the templates and tools you need to create a business plan presentation that wows your audience.

Ready to supercharge your business plan presentations? Try our Free Trial or book a Demo today with Prezent!

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Business Plan Presentations – The Complete Guide [with Templates]

Does a perfect business plan presentations exist? Yes, it does, and this guide will help you create them. Worry not, it is no rocket science. You can craft one perfectly if you have a logical picture of the business idea in your mind. 

You may feel overwhelmed while trying to put this idea into an actual business plan presentation. So, in this detailed guide, we will discuss everything related to easing the creation of a business plan presentation and give you some amazing bonus templates to work on. 

The use of visuals makes the presentation of a business plan interesting and gripping. We will tell you how to leverage this in business plan presentations, the number of slides that would be ideal for this, the contents on each slide, and some easy steps to create a business plan presentation with SlideBazaar. 

Just keep calm. We have all the resources for you to create a killer business plan presentation in one place. Let’s get started!

List of contents:

What is a business plan presentation, how many slides does your business presentation need, basics of creating a business plan presentation, how to create a business plan – key elements of a business plan., 10 slides you need in your business plan presentation.

• How to Create a Business Plan with SlideBazaar

Let’s start with what a business plan is. A business plan is a formal document that clearly defines your business goals, mission, strategy, the products and services it offers, an action plan with well-defined goals, and everything that concerns operating a business. 

The business plan exists to:

• Illustrate the future financial performance of the business, along with highlighting the economic situation. This can give great insights to all the stakeholders.
• Identify all the possible risks that could affect the business in its journey and lay out foolproof strategies to handle them.
• Understand & derive information about market trends, competitor behavior, and customer requirements to lay out and prioritize business objectives.
• Give accurate information that will help in budgeting. 

A business plan presentation is a combination of all this information put together well to communicate to a specific audience clearly and concisely. This definitely doesn’t mean you have to use a wordy document to convey these key points. Instead, you can use presentations with compelling visuals and apt information to give your investors a clear idea of the business. 

There is no hard and fast rule that a presentation for a business plan should be limited to a specified slide number range.  It needs to have sufficient information about all the key aspects related to the business. But, for someone who’s creating a business plan presentation for the first time, we suggest starting with Guy Kawasaki’s 10-20-30 rule. It is a very simple rule which everyone can execute. So, this is the rule: 10 slides, 20 minutes, and 30 font sizes. 

Basically, the rule says that you can start with an average of around 10 slides and explain it to your audience within 20 minutes (because you don’t want to bore them or test their attention span). Also, use an optimum font size, like 30, to keep your audience hooked.

Now, you could even follow the 9-minute rule, which inherently applies to salespeople but can be used by presenters too. This implies you have to try to deliver the presentation in a short and effective manner and grab the audience’s attention with it. You can execute these methods effectively by keeping 2-3 slides per minute.

Anything beyond 10-12 slides is a strict no-no. It means you are forcing a lot of information on your audience in one go. Your audience wouldn’t want that. So, stick to the numbers.

You need to keep certain fundamentals in mind before preparing a business plan presentation:

Your message needs to be clear and concise:

The most important factor in preparing a business plan presentation is to keep it clear and concise. This will ensure that the messaging is presented coherently. Such concise messaging will help you deliver an equally precise presentation explained in a few sentences. Also, stick to the basics: use simple language.

The presentation slides need to be easy to read and understand:

Good readability and ease of understanding the contents of the slides are very important to grab your investor’s/audience’s attention. Here are some ways to boost the readability and visual effectiveness of your presentation.

Choose fonts that are easy to read:

Fonts matter. A lot. You can choose fonts like Garamond, Helvetica, and Gill Sans on your slides. These fonts go well with business plan presentations. Also, use a font size that’s readable like 30 points, which is a good benchmark size to stick on to. You can also adjust the font size to create a visual flow that navigates viewers’ attention.

Pick a color contrast that’s easy on the eyes:

Bright colors can be a little hard to look at. You can choose subtle colors or a combination of subtle and bright ones. Maybe you can just allocate 10% of the total colors used (on the presentation) to a bright shade and stick with a subtle color for the rest 90%.

Use minimal text:

This can be a bit hard while you are trying not to miss any piece of key information. The best way to cut down on those extra words is by diligently reading through each section of the slide. Here’s what you can do. Start by going through each word and analyze if the use of that word is necessary for that sentence or slide. So, this way, you ensure that no unnecessary text is used.

Pay attention to the visual elements in each slide:

Another basic is not to overdo your design elements; use them smartly. You don’t have to mechanically add some thumbnail images and icons to each slide and stop it right there. Just rethink every visual element you place on the slide; omit it if it isn’t necessary and keep the ones that can actually make an impact on the slide. 

Executive Summary

An executive summary is a brief you give your audience by throwing light on what is fascinating and great about your business model along with highlighting its products or services. This should ideally be placed in the beginning although we suggest you think and work on that part only after finishing all the slides. Remember to keep it concise and engaging to the audience. And you can keep it that way by working on it at the end rather than in the beginning.

Company Profile

Laying out the company profile is an important element in business plan presentations. Here are a few details that you shouldn’t miss while preparing the company profile:

• Company history
• Overview of the company
• Mission statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

Remember, you don’t have to list this information down in any particular order, instead, you can nicely represent it using infographics. This way, it will be easy to comprehend for your audience since the information is presented in a compact form rather than in paragraphs.

Market Analysis

Market research and market analysis is the best way for you to find enough information and specifics about your target market. This can clearly define the target audience, size, customer segments, and needs all in one go. 

While you are doing the market analysis, pay close attention to all your competitors, understand the influence they have in the market, their strengths and shortcomings, how their presence can affect you,  their products and services, and all the way up to their marketing strategies.

You can better understand these via some of the following visual techniques.

1. Customer Profiles

This will give the viewer an effective summary of everything about the customer right from their demographic details, skills, responsibilities, wants needs, to favorite brands, etc.

2. Perceptual Map

A perceptual map will help you understand how your potential target audience sees the brands or products of your competitors. Having this will give a better picture of your product or service’s competitive position. More importantly, these would make even more sense through the survey data at your hand.

3. Porter’s Five Forces

Porter’s Five Forces is a great tool to judge your business based on its competitive strength and position against its competitors. This will help you assess if your new product or service will be profitable or not.

4. SWOT Analysis

The most popular tried & tested way to determine the strengths and weaknesses of your competitors, the opportunities and threats they pose to your industry, and identify the capabilities of your own business, is to carry out a SWOT analysis.

5. PEST Analysis

PEST is the abbreviation of  Political, Economic, Socio-Cultural, and Technological factors. This is a great way to analyze the external factors affecting your market and how they will have an effect on your business. This can be used to support you while developing a marketing strategy and a risk management plan.

Marketing and Sales Strategies

Once you have enough information about your market, target customer, and your competitors, it is time to lay out a marketing and sales plan. When your marketing strategy is being set, factors like marketing or communication channels, marketing goals, marketing budgets, resources, etc. also need to be addressed. Similarly, the sales strategy also needs to account for factors like sales targets, sales tools, resources, etc.

Another way to go about this is to try using mind maps to see and understand the data better. You can either use two separate mind maps for marketing and sales or use one for both. 

Marketing and Sales Plan Template

Maintaining separate templates for sales and marketing can be useful in analyzing and streamlining data. These are critical tools for sales and marketing teams. You can view important pieces of information like data charts, change timeline templates, feature images of products, and more in one place. 

Organizational Structure and Management

The clarity in the organizational structure and management is paramount for any business to thrive. You can start creating an organizational structure and management plan by listing down the key personnel involved in your organization. Also, jot down their expertise along with it. 

You can make use of an organizational chart to illustrate team members, their roles, and their skills in one place. These charts will help you see and define the hierarchy of your organizational structure very well.

Services and Products

This is a vital section that will list and explain all the services or products that you offer. It should also ideally contain information on how these services/products benefit the customers. The following visualizations can be used to better demonstrate this section to your audience. 

1. Product Canvas

A product canvas is a great way to map, design, and describe your product strategy. This will include all relevant bits of information regarding a product like your target audience, the important product features, and the tasks completions required to build the product.

2. Value Proposition Canvas

A Value Proposition Canvas will act as a tool to confirm if your product/ service fits the requirements of your potential customer. It will let you analyze the value your product/service would be able to deliver, the customer problems your business can solve, the type of job that your customer is able to finish with our business, the customer needs that are fulfilled by the business, the products offered in various customer segments, etc.

Financial Plan

A financial plan section is crucial in a business plan presentation. This becomes even more relevant when you are trying to present in front of your investors. 

These contain both historical data about the company and financial projections too. This means it will have all information about cash flow statements, profit and loss statements, income statements, etc. in one place along with the progress that your new product could bring to the business. This can be further extended to asking for funding requirements while pitching a new product to investors. 

You could make use of a digital database to store your financial information and link them all up to a mind map. Anyone who’s interested in specific financial data can refer to the linked resources while viewing the mind map.

Slide 1: The Title Slide

This is a no-brainer that your very first slide on the business plan presentation should make a great first impression. It can have your business’s name, slogan, and logo along with your (the presenter) name in it. You use powerful imagery that will give a glimpse of the business idea there itself.

Slide 2: The Problem Your Business Solves

Introduce the pain point that the business is trying to solve in the second slide. You can make it interesting by telling a story while quoting facts to make it interesting. You can give focus on the design of these slides by using a few words and more memorable graphics to highlight facts.

Slide 3: Your Business’s Solution

Right after discussing the customer pain point, it is time to give a solution to it – your business idea. This slide needs to be on point and shouldn’t carry paragraphs. You can try using diagrams or sketch to explain your business solution.

Slide 4: Your Pricing Plan

Once you have laid out the business solution, you will have to convince your investors or audience that what you came up with is an economically feasible one. Use simple-to-digest pricing charts for the business plan instead of listing them all one below the other.

Slide 5: Business Operations Information

The audience now needs to know deeper about your operating structure. You can give information about where the business will be headquartered, all info about the staff, the equipment that will be used, and more. 

Slide 6: Your Marketing Plan

Marketing a business is of supreme importance. You should have a solid plan in place to market your business and it must be convincing to the audience. You will have to mention each channel you plan to promote and the plan of action on each should be mentioned.

Slide 7: Industry Overview

An industry overview is nothing but competitor analysis and you need to have a separate slide for it in the presentation. Just keep in mind that this slide should be made from a positive angle. You should identify and highlight what your competitors are doing in the market without bad-mouthing them. Your job is to present what you are doing well (discuss your USP) in comparison with your competitors. You can use charts or even bullet points to be precise.

Slide 8: Financial Projections

This slide must be able to answer everything about the financial projections that you see for the next 3 years and 5 years to come. It doesn’t end there; you will have to clearly indicate how you reached those numbers too.

Slide 9: Your Team

The team who will be involved in building the business is equally important as its idea. So, you will have to mention the important team members who will build this.

Slide 10: Concluding Slide

The final/concluding slide must contain something to induce a sense of urgency in the audience and it is the best place to give your contact details here. Moreover, you will have to convince people that now is the right time for the business to enter the market. 

How to Create a Business Plan with SlideBazaar?

Creating a business plan presentation is pretty simple with SlideBazaar. They’re a set of basic steps to be followed and then you’re ready to use it. The first step is to get to the SlideBazaar website and sign up or log in by clicking on the Login button placed in the top right corner. Head over to the template search bar and feed in the keywords related to the templates that you are planning to create. This action will lead you to a page full of search results based on the keyword you fed. The keyword is supposed to convey the theme you wish to pick. This could be anything from a specific marketing cum sales template to a complete business plan template. 

Now, go ahead and choose a template from the search result to download it. You can start editing by adding your details on the title slide. Continue to the other slides and customize them based on your business, and add, remove or beautify the slides with icons, illustrations, images, and more. Pay attention to leaving ample breathing space on the slides. You can add more slides only if it is necessary. This will help you create a killer Business Plan with SlideBazaar. 

At SlideBazaar, we help you create engaging and memorable presentations. Choose from our collection of professional templates or opt for our custom design services for a personalized touch. Your presentations deserve to be elevated to new heights, and we’re here to help you achieve just that!

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How to Write a Business Plan: Your Step-by-Step Guide

So, you’ve got an idea and you want to start a business —great! Before you do anything else, like seek funding or build out a team, you'll need to know how to write a business plan. This plan will serve as the foundation of your company while also giving investors and future employees a clear idea of your purpose.

Below, Lauren Cobello, Founder and CEO of Leverage with Media PR , gives her best advice on how to make a business plan for your company.

Build your dream business with the help of a high-paying job—browse open jobs on The Muse »

What is a business plan, and when do you need one?

According to Cobello, a business plan is a document that contains the mission of the business and a brief overview of it, as well as the objectives, strategies, and financial plans of the founder. A business plan comes into play very early on in the process of starting a company—more or less before you do anything else.

“You should start a company with a business plan in mind—especially if you plan to get funding for the company,” Cobello says. “You’re going to need it.”

Whether that funding comes from a loan, an investor, or crowdsourcing, a business plan is imperative to secure the capital, says the U.S. Small Business Administration . Anyone who’s considering giving you money is going to want to review your business plan before doing so. That means before you head into any meeting, make sure you have physical copies of your business plan to share.

Different types of business plans

The four main types of business plans are:

Startup Business Plans

Internal business plans, strategic business plans, one-page business plans.

Let's break down each one:

If you're wondering how to write a business plan for a startup, Cobello has advice for you. Startup business plans are the most common type, she says, and they are a critical tool for new business ventures that want funding. A startup is defined as a company that’s in its first stages of operations, founded by an entrepreneur who has a product or service idea.

Most startups begin with very little money, so they need a strong business plan to convince family, friends, banks, and/or venture capitalists to invest in the new company.

Internal business plans “are for internal use only,” says Cobello. This kind of document is not public-facing, only company-facing, and it contains an outline of the company’s business strategy, financial goals and budgets, and performance data.

Internal business plans aren’t used to secure funding, but rather to set goals and get everyone working there tracking towards them.

As the name implies, strategic business plans are geared more towards strategy and they include an assessment of the current business landscape, notes Jérôme Côté, a Business Advisor at BDC Advisory Services .

Unlike a traditional business plan, Cobello adds, strategic plans include a SWOT analysis (which stands for strengths, weaknesses, opportunities, and threats) and an in-depth action plan for the next six to 12 months. Strategic plans are action-based and take into account the state of the company and the industry in which it exists.

Although a typical business plan falls between 15 to 30 pages, some companies opt for the much shorter One-Page Business Plan. A one-page business plan is a simplified version of the larger business plan, and it focuses on the problem your product or service is solving, the solution (your product), and your business model (how you’ll make money).

A one-page plan is hyper-direct and easy to read, making it an effective tool for businesses of all sizes, at any stage.

How to create a business plan in 7 steps

Every business plan is different, and the steps you take to complete yours will depend on what type and format you choose. That said, if you need a place to start and appreciate a roadmap, here’s what Cobello recommends:

1. Conduct your research

Before writing your business plan, you’ll want to do a thorough investigation of what’s out there. Who will be the competitors for your product or service? Who is included in the target market? What industry trends are you capitalizing on, or rebuking? You want to figure out where you sit in the market and what your company’s value propositions are. What makes you different—and better?

2. Define your purpose for the business plan

The purpose of your business plan will determine which kind of plan you choose to create. Are you trying to drum up funding, or get the company employees focused on specific goals? (For the former, you’d want a startup business plan, while an internal plan would satisfy the latter.) Also, consider your audience. An investment firm that sees hundreds of potential business plans a day may prefer to see a one-pager upfront and, if they’re interested, a longer plan later.

3. Write your company description

Every business plan needs a company description—aka a summary of the company’s purpose, what they do/offer, and what makes it unique. Company descriptions should be clear and concise, avoiding the use of jargon, Cobello says. Ideally, descriptions should be a few paragraphs at most.

4. Explain and show how the company will make money

A business plan should be centered around the company’s goals, and it should clearly explain how the company will generate revenue. To do this, Cobello recommends using actual numbers and details, as opposed to just projections.

For instance, if the company is already making money, show how much and at what cost (e.g. what was the net profit). If it hasn’t generated revenue yet, outline the plan for how it will—including what the product/service will cost to produce and how much it will cost the consumer.

5. Outline your marketing strategy

How will you promote the business? Through what channels will you be promoting it? How are you going to reach and appeal to your target market? The more specific and thorough you can be with your plans here, the better, Cobello says.

6. Explain how you’ll spend your funding

What will you do with the money you raise? What are the first steps you plan to take? As a founder, you want to instill confidence in your investors and show them that the instant you receive their money, you’ll be taking smart actions that grow the company.

7. Include supporting documents

Creating a business plan is in some ways akin to building a legal case, but for your business. “You want to tell a story, and to be as thorough as possible, while keeping your plan succinct, clear, interesting, and visually appealing,” Cobello says. “Supporting documents could include financial projects, a competitive analysis of the market you’re entering into, and even any licenses, patents, or permits you’ve secured.”

A business plan is an individualized document—it’s ultimately up to you what information to include and what story you tell. But above all, Cobello says, your business plan should have a clear focus and goal in mind, because everything else will build off this cornerstone.

“Many people don’t realize how important business plans are for the health of their company,” she says. “Set aside time to make this a priority for your business, and make sure to keep it updated as you grow.”

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Download the Guide to Making Great Presentations (Free eBook)

Also, be sure to grab a copy of the perfect complement to this tutorial. Our free eBook:  The Complete Guide to Making Great Presentations will help you master the presentation process. You'll learn everything from coming up with the initial idea through to writing, design, and delivering with impact. 

Now let's learn step by step how to make a great business plan PowerPoint presentation.

The Best Source For Unlimited Business Plan PowerPoint Templates

If you want to learn how to make a business plan PPT, the secret is this: start with a template . You'll be amazed by how much work is already done for you. 

One way of working in PowerPoint is to draw everything from scratch. Then add your content and revise it until it's usable. But this takes too long.

Instead, source business plan templates for PowerPoint from Envato Elements. This saves you design work and lets you re-focus on planning and running your business.

Even better, Envato Elements is an "all-you-can-download" service. You can source unlimited PowerPoint business plan templates and so much more—all for a single, flat-rate cost. Learning how to make a PowerPoint presentation is so easy with templates.

If you're wondering how to make business plan PPTs like the professionals, don't forget the design extras like stock photos, graphics, and more. Those are included as part of your subscription to Envato Elements .

If you're an early-stage business and want to learn how to launch, check out the tutorial below. It focuses on pitch decks, which help you garner support for your new business:

5 Top Business Plan Templates for PowerPoint on Envato Elements

With Envato Elements, just fill in the placeholders to complete your PowerPoint business plan. Open the business plan template. Add your content. And you're ready to share your business plan.

Here are five of the best PowerPoint business plan designs on Envato Elements to help you create your business plan presentation:

1. Business Plan PowerPoint Template

The success of a business plan presentation often hinges on the professionalism of the slide. This template is sure to hit the mark with well-designed slides. 

If you're learning how to make a business plan presentation, a template like this is the best possible investment. Thanks to the included slides you'll easily make your presentation.

2. Business Plan PowerPoint

The clean and minimal designs in this template cut straight to the chase. Your business model takes center stage with the help of this template. 

One of my favorite features in this business plan for PowerPoint is the infographics and charts. They show data and financial plans for your business that show your objectives.

3. Business Plan 3.0 PowerPoint Template

You're staring at a blank screen, wondering " how do I prepare a business plan in PPT? " You've got a big idea, but you need help launching it and don't know what to include. 

The answer is a great business plan template for PowerPoint like this one. It already has all the slide designs you need so you won't be left guessing what to include.

4. Business Plan PowerPoint Presentation

Making a business plan presentation is easier when you start with a template. This one is the perfect example with plenty of business-centric slide designs. It features free icons, engaging animations, and a wide variety of layouts that work for any business concept.

5. Business Plan Multipurpose PowerPoint

Modern and minimal slides make this template a great choice. Custom image placeholders are just waiting for illustrations to show your business plan in action. With 30 unique slide designs and five color schemes, there's no shortage of slide designs.

How to Quickly Make Great  Business Plan Presentations With PowerPoint PPT Templates (Video)

Are you ready to start learning how to quickly make business plan PowerPoint presentations?  Watch this quick video to find out what you need to know to use PowerPoint templates to create effective presentations quickly:

For even more tips on how to make a business plan PPT, study the rest of the written tutorial below.

How to Make a Business Plan PowerPoint Presentation With an Elements Template

Are you wondering how to make a business plan with PPT? So far, you've seen top business plan PowerPoint templates that you can use for your presentation.

But you might  still  be wondering: how do you use those templates to create your own business plan? If these slides are already populated, how do you customize them?

Now, let's learn how to make a business plan PPT with the help of an Envato Elements business plan template . You'll see that you don't trade off customizations when you start with a template.

1. Choose a Template

Luckily, choosing a template is the hardest part of this process. And it's only challenging because Envato Elements has such an extensive library of business plan templates!

In this section, I'm going to customize the Business Plan 3.0 PowerPoint  presentation. It's got over 40 unique slide designs that are perfect for building a business proposal.

Don't forget: Envato Elements has an incredibly deep library of business plan templates. You don't learn how to make a business plan PPT on your own when you use a template.

2. Open the Template

Once you download your template, open it up. It comes packaged as a zip file that you can double click to open. Then, open the  PPTX  folder. Choose from the animated or non-animated versions, depending on your preferences. 

For my example, I'll use the animated version.

3. Select the Slides to Use

As you work with business plan PPT templates, you'll find that they include a ton of slide designs. They usually include far more slide layouts than you'll need. That's not a problem because it helps to have more options. Skip the designs you don't need.

Open the PowerPoint template and select the slides you need. Drag and drop the slides you'll use to the front of the presentation. On the left side of PowerPoint, click and drag the slide thumbnails into proper sequence.

Spend some time thinking about what slides are most crucial to  your  business plan. Then, drag-and-drop the slides to the top of the deck.

4. Customize Your Slides - Part I

Remember: slide templates are a starting point. They need to be customized with your content to represent  your  business idea. That's easy to do.

Let's walk through customizing a slide. I'm going to work with  slide 37  in the original template. It's a simple team slide that would work perfectly in any business plan.

Most slides are customizable in just a few steps. In this example, here's what I'll change:

• Team images . Click on the photo icon, then browse to your team's photos to add them to the slide.
• Update text . Type over the placeholders with your team's names and titles.
• Slim the slide . Finally, I'll remove the text boxes below each of my team members. Those are better handled as speaking points instead of flooding the slide with too much text.

5. Customize Your Slides - Part II

As you learn how to make a business plan presentation, it may help to see multiple slides customized. Let's work with a second slide from our business plan PowerPoint.

On slide 24, you've got a flexible project status infographic. As you're launching your business, it's important to keep track of your objectives. With the help of a project slide like this one, you can show how key projects are progressing.

Again, this slide is customizable. Here are just some of the steps you can take to customize it:

• Update the headline . Make sure that you update the title to match your business and project.
• Adjust the progress bars . The gradient (blue-green) boxes represent each project stage. Click and drag them to show the percent completion.
• Add your project milestones . Tiny text placeholders are too hard to read. Increase the size and add simple project sections.

This is just one example of customizing a PowerPoint slide. Repeat this process for any other slides that you need to round out your business plan PowerPoint presentation. Learning how to make a business plan PPT is a matter of replacing placeholders.

6. Save and Print Your Finished Presentation

Once you've selected and customized your favorite slides, it's time to wrap up your business plan. 

First, save your presentation. Go to the  File > Save As  option to save a copy that's separate from the original template. Save your business plan for PowerPoint somewhere safe and accessible so that you can share it easily.

Use our guide below to help you print your PowerPoint business plan. Potential investors and employees might want a copy they can use to review your concept.

How to Customize a Pro Business Plan PowerPoint Template From GraphicRiver

With it's all you can download deal, Envato Elements has a fantastic offer. But if you don't expect to need other business plan templates in PowerPoint or other design assets Envato can still help. 

Get a single  PowerPoint business plan template  as a one-time purchase from GraphicRiver. You'll find the same professional layouts and ease of use.

1. Choose the Perfect Business PowerPoint Template

You could open PowerPoint. Throw a bunch of pictures and charts up every which way and call it a day. But if that's your plan, you might as well skip your business plan presentation altogether and accept defeat now.

The success of your business plan is riding on this presentation. Now isn't the time to lean on your own design skills.

With the help of PowerPoint presentation templates , quickly and easily create your own professional-looking presentation in a matter of minutes.

Are you unsure of where to start with so many templates to choose from? Look at some of the most popular business plan PowerPoint templates that business professionals and freelancers love and trust for closing deals:

2. Choose Your Favorite PowerPoint Presentation

After browsing and drooling over all the wonderful business PPT presentations, it’s time to choose one. Difficult step, I know!

Choose a template that's got plenty of options. That means choosing a business plan with plenty of layouts, as well as extras like icons. Also, be on the lookout for print friendly templates that are ready to share.

For this tutorial, I’ve selected this Modern Business Plan PowerPoint Presentation . This template has 50 slides and three custom color schemes for an unlimited number of combinations.

Here's a demonstration of this PowerPoint template's features:

The template also comes with lots of icons that you can use to draw attention to key points. And thanks to image placeholders, there's less to learn as you build your business plan in PowerPoint.

3. Set Up Your Template

After downloading a template, you’ll see that you've got a few options to choose from in the main folder before you edit your presentation.

First, decide the ratio of your presentation: 4:3 or 16:9. (Some templates also offer a third, printer-ready mode). It's all about maximizing the screen that you'll share your presentation on.

Check out our guide to choose the best PowerPoint size, every time:

For this tutorial, I’ll use the 16:9 ratio of the Modern Business Plan PowerPoint Presentation template .

Next, choose whether you want to open up the presentation in PPT or PPTX mode. This depends on the version of PowerPoint you’re using for your presentation.

If you’re using Microsoft Office version 2007 or later, use the PPTX file. If you’re using a Microsoft Office version that was released before 2007, you’ll want to use PPT. Creating and saving your presentation in PPTX allows for greater compatibility of your file with other programs and software. So, opt for that whenever possible.

Now, decide whether you want to create an animated or simple presentation. 

• If you choose NO Animation, new slides will appear on the screen immediately as soon as you press the Next arrow. 
• If you choose Animation, new slides will appear on the screen through some kind of animation. They may fade in and out or slide in from the side of the screen. Each element of the slide may even pop onto the screen one after the other.

Both versions look and act the same during the editing process of the presentation. Your choice depends on the aesthetics you’d like for your finished products. Since I enjoy animated presentations, I’m going with that version.

Finally, choose your favorite color template. Launch it, and we’re ready to start editing!

4. “Save As” Your Presentation!

It may seem weird to start saving when we haven’t created anything in our presentation.

It's not so weird when you understand the two things we’re trying to avoid:

• We don’t want you to accidentally overwrite your template file with this specific presentation.
• We don’t want you to lose the work due to an unexpected program freeze or any other technical hiccup.

So, after opening your template is to click on File in your horizontal menu bar. Then click Save As…

Give your file the desired name and save it to the appropriate location on your computer.

Note : If you don’t already do so, get into the habit of hitting Ctrl + S (or Command + S , if you’re working on a Mac) every now and again. This will save the latest changes you've made to your presentation.

5. General Editing and Options

In the center of your screen, you've got the first slide of your presentation. In the left you can see a vertical menu containing all the different slides of your presentation. And in the top of your screen you see various horizontal menu bars and options that'll help you edit your presentation.

The great thing about making a PowerPoint presentation from a template is that everything you see on a slide is editable. That means you can make your presentation look exactly like you want it to.

Let’s start with the text elements in this step and move on to the graphic and visual ones in the following step.

Double-click on the title of your first slide to change the words “Our Business Plan” to the name of your presentation. Do the same for the subtitle and all other textual elements on the first slide to add your details.

When you’re happy with the information on the first slide, go over to the menu on the left and click on the second slide. Double-click on any piece of writing or numbers on the slide to edit, just like before. Change the wording to fit your presentation or delete a piece of text entirely if it doesn’t suit your purposes.

Want to add a new line of text where currently no text appears? Click once on the edge of the slide’s grey background to deselect any item you may currently have selected with your mouse. (You should see no editing boxes anywhere on the slide when all items are deselected.) Then insert a text box where you want the new text to appear and begin typing, as in the image below.

Using the top menu of your software, edit any new or existing piece of text to the size, font, color, and look you like. The options are countless!

In the same way, change, add, or delete any textual elements on any of your presentation slides. You can even change text that doesn’t run horizontally on your screen. For example, the word “Renew” in slide 4 of our Modern Business Plan PowerPoint Presentation.

Double-click it and type to edit.

6. Images, Graphics, and Other Elements

Knowing how to make a PowerPoint presentation say exactly what you want it to say is only half the work. The other half is making it show exactly what you want to show. Which is just as easy!

You can edit, change, or delete any icon, picture (or picture placeholder), and graphic element you see on your template.

Let’s start with pictures. The little images with a yellow sun shining over green mountains that you see in the screenshot below and which appear scattered throughout your template mark the location of picture placeholders.   

Think of these picture placeholders as ghost pictures. They’re holding the space that your actual picture will occupy once you insert it into your presentation.

When you click on the picture-placeholder icon a dialog box will appear on your screen. Select the picture you want to use from your computer. Or, you can also drag a picture from your computer over to the picture placeholder to add it on.

The best thing about picture placeholders? No matter how large your image is, it'll be automatically resized to fit the area occupied by the placeholder. Look how different my picture looks when I add it to slide 1 of the template.

And when I add it to slide 8 of the template.

Same picture, same process, same template. Both additions took two seconds of my time. And I haven't had to make any changes to my picture. Magic!

A good PowerPoint template doesn’t just allow you to add pictures to your presentation. It also has places for icons.

Pictures are the full-colored photographs or images you can add to a presentation. Icons are simpler graphic elements that help enhance the main points of your presentation through visual representation.

To change an icon in your PowerPoint presentation, click on it once to select it. Then right-click (or click down with two fingers on a Mac trackpad) to bring up the Options menu.

Choose the Change Picture option. When the dialog box opens, find your saved template folder. Choose the icons subfolder, select your desired icon, and click Insert.

Resize, reshape, and recolor all png icons in any way you like using the right-hand side and top menu bars of your program.

Finally, let’s talk about other visual elements of your presentation, such as graphs.

Our template already contains some graphs in it. Like all other elements, these are fully editable. To change a graph, click on the specific element you want to change and drag it to a new position. Change its color or resize it to fit your data.

Notice how in the example below I’ve changed the size and color of both the red and light blue lines in the chart of Slide 6 of our presentation template.

7. Add or Delete Slides

Each business PowerPoint presentation is as different as the entrepreneur or freelancer creating it. Besides changing the text and visual elements of each slide, you may also want to delete entire slides of the template or add new ones.

To delete a slide, select it from the left-hand side menu. Double-click (or click down with two fingers on a Mac trackpad) for the Options menu. Select Delete Slide .

As you can see in the image above, the option above Delete Slide says Duplicate Slide . If you want two slides with the same layout in your presentation, click that option. A new, duplicate slide will be added right after the original one.

The Options menu also gives you the choice to add a New Slide , which will be added right after the slide you’ve clicked on. The Duplicate Slide option will add a new slide to your presentation with the same layout as the one you’re currently on. The New Slide option will add a new, empty slide to your presentation for you to style as you wish.

There’s also a second way of adding new slides that you should know.

Select the place in your presentation where you want the new slide to be added. (Note: new slides are always added after the slide in your current selection.) Click the Insert option from your main horizontal menu bar. The first picture option you see beneath it says New Slide . 

If you click on the picture, you’ll get an empty new slide. But if you click on the little arrow to the right of the picture, a menu of template slides will open up for you to choose from.

8. Reorder Your Presentation

The great thing about using a template to create your PowerPoint presentation is that the template acts as a guide to the structure of your presentation. The slides come already ordered in a logical sequence that'll help you present your plan or proposal in a convincing manner.

But that doesn’t mean you can’t make changes to the order of your slides. Reorder the slides in your presentation in any way that suits you and your purposes.

To change the order of your slides, click on a slide in the left-hand side menu to select it. Then click-and-hold your desired slide and drag it to its new position.

9. Add Transitions

Remember that at the beginning of this tutorial I told you I would choose the animated version of the tutorial? Well, you can change even the animation of our business plan presentation to fit your taste.

Click on any slide in your presentation. Then click on Transitions in the main horizontal menu bar of your software. The slide I’ve selected in the image below has a transition called Fly Through . But as you can see in the area I’ve highlighted in red below, you can choose to change that transitions.

You can also change the duration of the transition and even add a sound if you so wish. Keep in mind though, a light touch goes a long way with transition animations. 

10. Play Your Presentation

After all the clicks and changes it’s finally time to view the masterpiece you’ve created in real time! Always play your presentation before presenting it to your clients or prospects. Check to make sure that everything flows nicely and makes sense.

The last thing you want is a small transition hiccup or other minor detail to undermine the work you’ve put into creating an awesome presentation.

Go to the beginning of your PowerPoint presentation, choose Slide Show in the main horizontal menu bar. Then click the first option below that, Play from Start . Sit back and enjoy!

Find the Ideal PowerPoint Presentation Template for You

In this article, you've seen two outstanding choices for business plan templates for PowerPoint. It's true that both Elements and GraphicRiver both offer professionally designed templates. So, which one should you choose? And what are the key benefits of each marketplace?

1. Key Benefits of Envato Elements

One subscription, unlimited downloads. Every month, more creatives subscribe to Envato Elements to give themselves a major design advantage. 

With Elements, the unlimited business plan PowerPoint templates are just a start. The value really starts to show when you consider all the included stock photos and graphics.  It's an unbeatable offer.

2. Key Benefits of GraphicRiver (and Envato Market)

GraphicRiver is a fantastic marketplace for purchasing single-use assets like business plan PPT templates. It's a part of the Envato Market network that includes every type of digital asset you might need.

When you know what you need and want to start fast, jump over to GraphicRiver. Buy a single business plan PPT, open it, and add your details to build your plan. Here are the  best PowerPoint templates that are currently trending on GraphicRiver :

Your Choice (What’s Right for You?)

If you're an entrepreneur who always has fresh ideas, then you'll need business plan PPT templates to match. With the help of Envato Elements, you can download all the resources you need. This maximizes your value and keeps costs low.  Sign up for Envato Elements now .

Or, if you know exactly what you need and only want a single business plan for PPT , jump to GraphicRiver. You can download a business plan for PPT and start your design quickly.

Learn More About Making Great PowerPoint Presentations

With the help of templates, you've learned how to prepare a business plan for PPT. But, there's always more to learn when you use powerful apps like Microsoft PowerPoint.

To keep learning how to prepare a business plan for PPT, check out our resource, How to Use PowerPoint (Ultimate Tutorial Guide.)   Check out these beginner templates to kickstart your learning:

Download Our (Free) eBook on Making Great Presentations 

We've got the perfect complement to this tutorial. It'll help you learn how to write, design, and deliver great presentations—deconstructing the entire process.

Grab  The Complete Guide to Making Great Presentations  now for FREE with a subscription to the Tuts+ Business Newsletter. Get your ideas formed into a powerful presentation that'll move your audience. 

Design Your Business Plan for PowerPoint Today

In this tutorial, you learned how to prepare a business plan for PPT. With the help of a template, you can drop your business idea into ready-made slides.

Don't forget: you skip learning how to make business plan for PPTs from scratch when you use templates. With the help of Elements, you can source unlimited business plan PPT downloads , plus stock photos, and more. On GraphicRiver , you can buy single PowerPoint business plan templates.

It's time to go design a business plan of your own. Use what you learned in this tutorial to build your business plan for PPT and launch your idea to success!

Editorial Note: This tutorial was originally published in November of 2015. It's been updated to include new information including a quick start video—with special assistance from Andrew Childress .

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

• April 18, 2024

13 Min Read

Want to hook potential investors to your business idea? A compelling business plan presentation will do that for you!

Do you wish to create a business plan presentation that’s not only visually attractive but also contextually enriching and sound? Well, it takes a detailed understanding of the subject matter and little effort on your end to create a professional presentation for your investors.

Don’t fret. We are here to help you out with this blog post. It includes everything you need to know about business plan presentations and outlines an efficient way to create yours.

Ready to get started? Let’s dive right in.

What is a Business Plan Presentation?

A business plan presentation also known as a pitch deck is a concise yet detailed presentation of your business idea.

It explains your business objectives, concept, solution, target market, operations, and strategies through attractive visuals and bite-sized simplified concepts.

A great pitch deck successfully communicates your business plan and your purpose of presentation, whether it is to raise funds, demonstrate traction, or grow your network.

It is quite helpful when you want to familiarize people with your business idea without diving into extreme details.

Translating your promising business idea into a presentation is quite a challenge. However, is it worth the effort? Let’s take a look.

Benefits of having a Business Plan Presentation

Having an insightful professional pitch deck is an asset for your business. If you don’t believe it, here are a few benefits to change your mind.

1. Secure the funding

The most obvious benefit of having a pitch deck.

Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea.

2. Explain your business plan

No one has time to dive into your detailed business plan, at least initially. A quick presentation or an elevator pitch is what you need when you want to tell your audience about your business idea in a couple of minutes.

You can enhance your networking considerably by having a pitch deck that’s ready to be presented anytime.

3. Keep the audience engaged

It’s easy to keep the readers engaged in a presentation with its powerful visual components. After all, charts, graphs, and pictures are easier to decipher than complex blocks of text.

By adopting a storytelling approach, you can easily convey your business objectives and strategies without risking the attention of your readers.

4. Gather feedback

Presenting your business plan allows you to gather feedback from seasoned entrepreneurs and experienced investors. Such feedback helps you to identify potential gaps in your planning and refine the strategies accordingly.

Convinced now? Well, then let’s learn what a visionary business plan presentation should include.

What to include in your Business Plan Presentation?

Whether you create a presentation using an advanced tool like an AI pitch deck generator or Microsoft PowerPoint—here are 10 essential components to include in your business presentations.

1. Title slide

It is an introduction slide including basic business information such as name, logo, and tagline. Additionally, it must include the name of the presenter and contact details so that readers can reach out.

You can also consider adding an extremely crisp and short one-line summary of your business to show what your business does or aims to do. Remember, it has to be much more concise than your executive summary.

While the entire presentation needs to be visually appealing, the first slide plays an extremely crucial role in capturing and retaining the reader’s attention.

So make sure that you incorporate appropriate brand elements in a neat design and present your business in a strong light.

The most brilliant business idea is the one that solves some real-life problems. And if that’s not the case with your business, reconsider your idea.

This slide is your chance to put your storytelling skills to use. Weave a compelling narrative and talk about the problem your target market is facing. Make people relate to the problem even if they are not the ones facing such issues.

Here’s an example of how a home cleaning service provider would illustrate the problem:

3. Solution

After talking about the problems, it is now time to push forth your solution.

Introduce your products and services and explain how they will solve your target customers’ problems.

Highlight the competitive edge of your solution and illustrate how yours is a solution filling some unmet demand.

Instead of wordy long texts, translate your solution into easy-digestible text blocks and visuals.

Continuing our previous example, here is how you can add a solution to your pitch deck.

4. Market Analysis

Market analysis is quite extensive and you can take up to 2-3 slides to convey essential information.

Now, you can filter and decide what to include in your presentation. However, ensure that your market analysis includes details about the industry overview, target market analysis, and competitors analysis.

Industry Overview

In this slide, you will describe the state of the industry, its current market size, emerging trends, and the market share of your business.

Ensure that you collect data from highly authoritative sites like BLS and industry publications to increase the reliability of your research.

Present your data through visually enriching graphs and charts and prove the potential of your chosen marketplace to the readers.

Target Market Analysis

In this slide, you will tell the readers about your target market and what your potential customer looks like.

Introduce your target market and describe what your ideal customer looks like. Talk about their age, gender, income, problems, interests, and spending capacity in this slide.

The easiest way to do so is by creating a visual customer profile or a buyer’s persona of your ideal potential customer.

Here’s an example of a buyer persona for a cleaning services company:

Target Market

Age: 35 Occupation: Full-time professional Income: $90,000 annually Lifestyle: Suburban family Problems: Struggles to balance work, family, and house cleaning Goal: Minimize time on chores and maximize family time

Looking for easy-to-book and convenient high-quality cleaning services

Competitive Analysis

Readers want to know about the state of competition in your market and this slide is something they look forward to.

Include a SWOT analysis of your competitors or simply describe the competitive landscape for your business. Show your competitive advantage over the competitors in terms of pricing, product offerings, target market, and related business components.

Ensure that your slides explain all this information through flowcharts, diagrams, images, infographics, and crisp text blocks. The idea is to offer everything that your audience might need to make informed decisions.

5. Business Model and Pricing Strategy

This is one of the most important sections where you explain your business model to the audience.

Demonstrate how you would be making money with your business. This can be quite simple or complex depending on your service offerings, revenue model, and pricing strategies.

Use images and visuals to explain this section and charts to present your pricing plans.

For example, a cleaning services company can present its pricing plans as depicted in the image.

6. Traction

Any sort of evidence that supports your business idea can be used here to gain the confidence of investors.

This could be early recorded sales, a Kickstarter campaign, an MVP of your software, social proof, strategic partnership—literally anything that proves that your business is a success.

In case of an in-person presentation, you can show the practical demo of the product while presenting.

However, if you are going to send a presentation through email you have to find a way to attach proofs in the mail itself.

7. Sales And Marketing Strategies

In this slide, you will talk about your sales goals and methods to achieve those goals. Moreover, you will also talk about your strategies to market and brand your business.

Introduce different marketing streams and your marketing budget to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, include details about your existing marketing strategy if any, and the results it is generating.

8. Operations Plan

Investors want to see the practical aspects of your business. They want to know if you have the skills and understanding essential for running a business.

Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

10. Financial Plan And Projections

This is again the most important section, especially, if you are presenting in front of investors.

Instead of adding your detailed financial plans here, just add important figures and highlights.

This could include details about your ROI, sales projections, revenue milestones, cash flow, and aspects that offer an overview of your business’s financial health.

Newly founded startups can show financial projections and back them with claims and proof. The idea is to excite the investors about your business by offering adequate financial information.

Learn more: Create a financial plan for your startup business

11. Funds Being Raised

Ensure that your pitch deck offers concrete information about the funding you need for your business.

Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

Also talk about the returns investors can expect on their investment and back those figures with calculative predictions.

With that, end your pitch deck with a call to action to drive necessary action from readers.

And those are all the sections a business plan presentation must include. Let us now explore some tips before you kickstart making your own presentation.

Tips to Create a Winning Business Plan Presentation

Translating your idea into a presentation gets much easier if you stick to these handy tips:

1. Use online resources

It’s a huge struggle trying to structurally and contextually fit your ideas into a 10-slide deck. Instead, get yourself a subscription to a pitch deck generator to create stunning pitch decks.

However, if you don’t want to spend a penny, you can use a free PowerPoint template as well.

2. Know your audience

Before you start, know the purpose of your presentation and your target audience. This will help you identify information that is actually essential for your audience, thereby making your pitch decks more nuanced and specific.

3. Focus on clear writing

Explain your complex business ideas crisply and concisely in a simple easy-to-understand language.

You can use AI tools like ChatGPT, Jasper, QuillBot, and Writesonic to translate your ideas into words. However, such tools may lack a contextual understanding of business planning.

Instead, use tools like Upmetrics that specialize in business planning and offer advanced AI assistance to write pitch decks and business plans.

4. Recheck your Fonts

Choose simple and clean fonts to design your presentation. Avoid using too many different fonts as well.

Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable.

Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

5. Balance the Visual Elements

Adding visual elements to your PPT templates and business presentations increases the audience’s ability to grasp your business concept.

However, too many visual elements without a purpose will create clutter. Know the difference between clutter and sophistication and remember that presentation needs to reflect your business idea in the best possible light.

6. End with a CTA

Don’t leave the reader hanging midway. Guide them with a CTA telling them exactly what you want them to do.

Add contact details and a link or document to a detailed business plan. This will help investors to connect and discuss further opportunities with you.

How to Pitch to Investors?

Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

Here are a few things to bear in mind while delivering your presentation.

1. Tell a Story

When you practice your presentation, ensure that there is a narrative binding everything together.

This can perhaps be the most difficult task. However, you must find a hook to keep the readers engaged.

Now, figures and brilliant ideas can overpower your narration if you don’t have a simple, humane story at the core. So take your time, practice the pitch, and find ways to engage your readers with a compelling story.

2. Practice Your Pitch

A little extension of what we said earlier.

Making a presentation and presenting a presentation are completely different things. While you already know how to make a presentation, learn how to pitch to investors to be able to attract funding for your business.

Now, you might not be a great presenter. However, a little practice can fix everything.

Know what you are going to say on each slide, make notes of it, and practice it several times till you get it right.

Practice even when you get comfortable explaining the contents of your pitch deck. This will help you polish your presentation skills.

Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

And there you have it. Now, let’s make you a stunning pitch deck to get your funding.

Create your Business Plan Presentation with Upmetrics

Looking for the most effective way of creating a business plan presentation?

There you go. Use Upmetrics AI pitch deck generator to create your pitch decks in less than an hour. This tool offers a strategically designed pitch deck template that includes all the sections essential for a presentation.

All you need to do is answer the questions, use inbuilt AI assistance to write the content and see your pitch deck coming together. It’s as simple as that.

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Frequently Asked Questions

How to create a business plan presentation.

There are different ways to create a business plan presentation. While you can use PowerPoint templates to design your presentation, you can also consider using an AI pitch deck generator to create strategically sound pitch decks for your investors.

Whatever you choose, ensure that your presentation is visually and contextually rich and caters to your specific audience.

What is the best format to present a business plan?

While there is no strict rule regarding how to structure your pitch deck, following this structure can help you establish a linear flow.

• Summary/ Title
• Problem and the solution
• Market analysis
• Revenue model
• Sales and marketing strategies
• Operations plan
• Management team
• Funding requirement

What is the 10-20-30 rule?

Guy Kawasaki’s 10-20-30 rule stands for a 10-slide presentation to be delivered within 20 minutes with a font size no smaller than 30 points. This rule is quite helpful in making your pitch decks memorable and compelling.

What is the best AI pitch deck generator?

Upmetrics, Pitch Bob, Beemer Docs, and Beautiful AI are some of the best AI pitch pitch deck generators available online. However, Upmetrics , however, is the best choice given its advanced AI business planning functionalities for a cost-effective price point. It’s extremely easy to use and requires no steep learning.

Cannot think of what to write? This business plan course will indeed be a great help.

How to make your business presentation stand out?

Here are a few tips that can help you prepare and deliver an exceptional business presentation:

• Know your audience
• Engage in storytelling
• Keep it visual rather than textual
• Practice your presentation
• Add essential business plan components

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Reach Your Goals with Accurate Planning

How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

On This Page:

What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!  

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

• Product and/or Service Demo
• Business Model
• Competition
• Go-To-Market Strategy and Marketing Plan
• Financial Projections
• Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

You may also link to some examples of websites that you’ve developed so far to demonstrate your skills in this field.

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues.  You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might  say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions. 

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion. 

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide. 

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

“Our business is in need of XX additional funds to further grow our business into a global market. Funds will be utilized for business website hosting, network leasing, business website traffic measuring equipment, and advertising.”

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.  

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

• How is this company different from others?
• Why should I invest in your business when there are other funding options available to me?
• Who is the target market for this company?
• What measurable outcomes do you hope to achieve in the next 3 years?
• What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.  

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

• Keep it simple and focused on one or two key points.
• Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
• Present the numbers in charts and graphs rather than as full financial statements.
• Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!  

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Other Helpful Business Plan Articles & Templates

How to Make a Business Plan Presentation

When deciding how to make a business plan presentation, you should create a presentation that focuses on the basic and most important factors of your business. 3 min read updated on February 01, 2023

When deciding how to make a business plan presentation, you should create a presentation that focuses on the basic and most important factors of your business. This presentation should be quick and to-the-point. At the same time, it should reveal your best selling points and the most important details about your business plan. Ideally, you'll want to use the 10–20–30 presentation format, which translates to 10 slides, 20 minutes, and 30-point font.

Tips for Creating a Winning Presentation

• In the first slide, include the name of your business, your contact information, and your company's slogan.
• Include visuals that can simply explain how your business works instead of lengthy details, which might be hard to understand. Your audience can always choose to read the full business plan if they need to.
• Provide easy-to-digest information. And instead of reading word-for-word, add comments that provide deeper explanations.
• Don't focus too much on technology.
• If possible, mention the methods you have used to come up with the numbers and facts in your presentation.
• To save time and money, you can use PowerPoint presentation templates, which can help you create a professional presentation without much effort.
• After editing and finalizing your presentation, play it back to make sure everything makes sense.

The 9 Main Components of a Business Plan Presentation

Regardless of your business type, there are nine main components that all business plan presentations should include. You can choose to emphasize the components that suit your plan best.

1. Introduction

The introduction should be a summary of your business, including your products or services, what you have achieved so far, and your future plans. The first sentence should be as brief as possible, and it should include your unique approach or main business idea. Then, introduce your products or services , and explain your accomplishments and future plans.

2. Solution

Mention the main advantage of your business idea, and explain how it provides a solution for the people who are going to use your products or services. This helps you prove the importance of your business idea. In addition, include facts and evidence that will help back up your business idea. For example, customers' opinions or feedback can be counted as strong evidence in your favor.

3. Service or Product Overview

Here you can provide more details about your services or products and use them to further explain the solutions your business provides. For example, you can illustrate, in four to six steps, how customers use your product and what they use it for.

Here you should include details about the main customers your business is targeting, including their age, income level, gender, and more. This helps prove you have enough knowledge about the market and the industry.

5. Competitors

It is important to outline the other businesses that work in the same field as yours. This will show what makes your products or services unique.

6. Business Model

This is one of the most important parts of a business presentation. Here is where you get into the details about precisely how your business works. Think of this section as a series of smaller models or plans. You can choose whether to cover some or all of the models below:

• Revenue Model
• Development Model
• Distribution Model
• Marketing Model
• Operations Model

7. Your Team

Here, you mainly mention why your team is special and what it has been able to achieve so far. Describe everyone's background and role in your business.

8. Financial Plan

Here you can prove the success of your business by laying out the necessary information regarding your main expenses and profits. If you have just recently started your business, then you can predict how your financial plan will look in the next two to three years and present that information instead.

9. Proposal

Do not forget to make your final proposal. How you structure this depends on whether you are making your proposal to a specific person, an institution, or a bank. Make a formal proposal, and determine the exact amount of money you need.

If you need help making a business plan presentation, you can post your legal need on UpCounsel's marketplace. UpCounsel accepts only the top 5 percent of lawyers to its site. Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb.

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What Is a Business Plan?

Understanding business plans, how to write a business plan, common elements of a business plan, the bottom line, business plan: what it is, what's included, and how to write one.

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

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A business plan is a document that outlines a company's goals and the strategies to achieve them. It's valuable for both startups and established companies. For startups, a well-crafted business plan is crucial for attracting potential lenders and investors. Established businesses use business plans to stay on track and aligned with their growth objectives. This article will explain the key components of an effective business plan and guidance on how to write one.

Key Takeaways

• A business plan is a document detailing a company's business activities and strategies for achieving its goals.
• Startup companies use business plans to launch their venture and to attract outside investors.
• For established companies, a business plan helps keep the executive team focused on short- and long-term objectives.
• There's no single required format for a business plan, but certain key elements are essential for most companies.

Investopedia / Ryan Oakley

Any new business should have a business plan in place before beginning operations. Banks and venture capital firms often want to see a business plan before considering making a loan or providing capital to new businesses.

Even if a company doesn't need additional funding, having a business plan helps it stay focused on its goals. Research from the University of Oregon shows that businesses with a plan are significantly more likely to secure funding than those without one. Moreover, companies with a business plan grow 30% faster than those that don't plan. According to a Harvard Business Review article, entrepreneurs who write formal plans are 16% more likely to achieve viability than those who don't.

A business plan should ideally be reviewed and updated periodically to reflect achieved goals or changes in direction. An established business moving in a new direction might even create an entirely new plan.

There are numerous benefits to creating (and sticking to) a well-conceived business plan. It allows for careful consideration of ideas before significant investment, highlights potential obstacles to success, and provides a tool for seeking objective feedback from trusted outsiders. A business plan may also help ensure that a company’s executive team remains aligned on strategic action items and priorities.

While business plans vary widely, even among competitors in the same industry, they often share basic elements detailed below.

A well-crafted business plan is essential for attracting investors and guiding a company's strategic growth. It should address market needs and investor requirements and provide clear financial projections.

While there are any number of templates that you can use to write a business plan, it's best to try to avoid producing a generic-looking one. Let your plan reflect the unique personality of your business.

Many business plans use some combination of the sections below, with varying levels of detail, depending on the company.

The length of a business plan can vary greatly from business to business. Regardless, gathering the basic information into a 15- to 25-page document is best. Any additional crucial elements, such as patent applications, can be referenced in the main document and included as appendices.

Common elements in many business plans include:

• Executive summary : This section introduces the company and includes its mission statement along with relevant information about the company's leadership, employees, operations, and locations.
• Products and services : Describe the products and services the company offers or plans to introduce. Include details on pricing, product lifespan, and unique consumer benefits. Mention production and manufacturing processes, relevant patents , proprietary technology , and research and development (R&D) information.
• Market analysis : Explain the current state of the industry and the competition. Detail where the company fits in, the types of customers it plans to target, and how it plans to capture market share from competitors.
• Marketing strategy : Outline the company's plans to attract and retain customers, including anticipated advertising and marketing campaigns. Describe the distribution channels that will be used to deliver products or services to consumers.
• Financial plans and projections : Established businesses should include financial statements, balance sheets, and other relevant financial information. New businesses should provide financial targets and estimates for the first few years. This section may also include any funding requests.

Investors want to see a clear exit strategy, expected returns, and a timeline for cashing out. It's likely a good idea to provide five-year profitability forecasts and realistic financial estimates.

2 Types of Business Plans

Business plans can vary in format, often categorized into traditional and lean startup plans. According to the U.S. Small Business Administration (SBA) , the traditional business plan is the more common of the two.

• Traditional business plans : These are detailed and lengthy, requiring more effort to create but offering comprehensive information that can be persuasive to potential investors.
• Lean startup business plans : These are concise, sometimes just one page, and focus on key elements. While they save time, companies should be ready to provide additional details if requested by investors or lenders.

Why Do Business Plans Fail?

A business plan isn't a surefire recipe for success. The plan may have been unrealistic in its assumptions and projections. Markets and the economy might change in ways that couldn't have been foreseen. A competitor might introduce a revolutionary new product or service. All this calls for building flexibility into your plan, so you can pivot to a new course if needed.

How Often Should a Business Plan Be Updated?

How frequently a business plan needs to be revised will depend on its nature. Updating your business plan is crucial due to changes in external factors (market trends, competition, and regulations) and internal developments (like employee growth and new products). While a well-established business might want to review its plan once a year and make changes if necessary, a new or fast-growing business in a fiercely competitive market might want to revise it more often, such as quarterly.

What Does a Lean Startup Business Plan Include?

The lean startup business plan is ideal for quickly explaining a business, especially for new companies that don't have much information yet. Key sections may include a value proposition , major activities and advantages, resources (staff, intellectual property, and capital), partnerships, customer segments, and revenue sources.

A well-crafted business plan is crucial for any company, whether it's a startup looking for investment or an established business wanting to stay on course. It outlines goals and strategies, boosting a company's chances of securing funding and achieving growth.

As your business and the market change, update your business plan regularly. This keeps it relevant and aligned with your current goals and conditions. Think of your business plan as a living document that evolves with your company, not something carved in stone.

University of Oregon Department of Economics. " Evaluation of the Effectiveness of Business Planning Using Palo Alto's Business Plan Pro ." Eason Ding & Tim Hursey.

Bplans. " Do You Need a Business Plan? Scientific Research Says Yes ."

Harvard Business Review. " Research: Writing a Business Plan Makes Your Startup More Likely to Succeed ."

Harvard Business Review. " How to Write a Winning Business Plan ."

U.S. Small Business Administration. " Write Your Business Plan ."

SCORE. " When and Why Should You Review Your Business Plan? "

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10 Tips for Creating a Winning Business Plan in PowerPoint If you're presenting your business plan in PowerPoint format, read this first.

By Entrepreneur Staff Feb 10, 2015

In their book Write Your Business Plan , the staff of Entrepreneur Media offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors offer some quick-hitting tips that can help you create an effective PowerPoint presentation for your business plan.

Creating a PowerPoint presentation, or deck, for your business plan is a quick, to-the-point means of revealing your best selling points to those reviewing it, while still sending over your more detailed plan.

The question is, how do you organize and minimize the breadth of a business plan into a short PowerPoint presentation? First, it's recommended that you use the 10–20–30 rule: 10 slides, 20 minutes and a minimum 30-point font.

Follow these additional tips to create a winning deck:

1. Your first slide is your title slide, which provides the name of the business, your name, title and contact information, plus a slogan if you have one. During the presentation, you can read the slide and add in a sentence that describes what it is you do.

2. The next slide should introduce a problem that persists and is relatable to your target market. Statistics can help you support your comments, but cite only a couple at best. You want the audience to relate to the problem or at least understand how it affects others.

3. The third slide should get to your solution. Briefly describe in simple terms how your business has figured out how to alleviate the problem you mentioned in slide 2. Make sure the audience understands that you have a unique approach. You might also add a few words to support your overall value proposition.

4. Next, you want to explain how you'll make money. What are your revenue sources? Who are your customers? What is your pricing structure? Then talk briefly about how you expect to profit.

5. Now present a little more detail on your operating plan. How does it all work? Self -service? Kiosks? Personal service? From buying the goods to marketing them to sales and shipping, give your audience a short summary of how it all works. Include a little technology—remember, "a little!" This is where you may need a second, visual slide to show how it all works.

6. Now it's time to present your marketing plan in a few short words. After all, if you're going to create dynamic advertising and promotional campaigns, what better way to start than briefly explaining how you plan to market the business? Give some specifics, rather than saying "on the Internet" or "on TV." Let your audience know you have a plan for marketing and can keep it within a reasonable budget.

7. Mention your key competitors—but be nice. Then explain what gives you the competitive edge.

8. Talk about your team. Remember, people invest in other people. This is where you introduce your team, with a few very brief highlights (one line) of each member's background that relates to the business at hand.

9. This next slide should show a clear financial projection with a three-to-five-year forecast. Explain the method you used to arrive at your numbers.

10. Finally, show them where you are at present. What have you done thus far, and how are you looking to move forward sooner rather than later? Present a positive call to action based on what you've accomplished to date and what you'll accomplish in the future.

There are many ways to go about putting together your deck. And yes, if you need to go to 12 slides, do so, but try not to go longer.

A few additional tips:

• Don't use jargon. Not everyone is deeply embedded in your industry.
• Don't post slides, then read them word for word. Your audience can read. Show something that's easy for them to digest, and use your comments to provide a little deeper explanation. This way, you present more information, some printed and some verbally.
• Take a breath between slides so you don't start motoring along.
• Don't focus on technology, technology and more technology even if you're a technology company.
• Don't overload slides with too much material—people can only read and digest so much.
• Remember, less is more. Don't try to pack too much into a PowerPoint presentation—your listeners can always read the full plan for more details.

Entrepreneur Staff

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Small Business Plan Template

Small business plans are an essential first step towards the success of your company. Small business plan presentations serve as a strategic blueprint you can share with potential investors, possible partners, and interested parties. You’ll need an overview of your business’s goals, basic strategy, marketing tactics, finances, and a profitability forecast, etc. A comprehensive and well-prepared presentation will instill confidence in your audience. Our small business plan example will help you bring structure to and build interest in your organization’s strategy. Convey your company’s potential for success, get funding, and build partnerships using our small business plan presentation. 

Our small business plan presentation template can help your company: 

• Secure funding
• Solidify partnerships
• Outline company goals

Let our Small Business Plan Template help your company reach its goals

Developing a small business plan presentation requires a detailed strategy and can extend over many slides. Use a combination of the following slides to best showcase your company:

Pro tips for securing partners and funding for your company

Ensure your presentation generates the interest your business deserves by creating a stellar deck with this advice:

First impressions matter, ensure your entire presentation is clear, concise, and free of errors. Typos can distract from even the best small business plan presentation.

Who are you presenting to and why? Make sure your Executive Summary slide is straightforward and to the point. Are you looking for investors? A partner? Set your goals and expectations at the start of your presentation.

What makes your business better than a competitor’s? Make sure to reassure clients of your market advantages and how you intend to leverage them.

Small business plans can be lengthy so make sure that information is spread over various slides. You can build momentum by reading your audience and adjusting your presentation speed as needed.

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10 must-have slides in a business presentation

Nearly every professional, regardless of their role and field, will create and deliver a business presentation at some point in their career. Creating a slide deck takes a lot of preparation, including planning the content, structuring the slides, designing with appealing visuals and rehearsing the pitch.

  The 10-20-30 rule is a commonly used and much-praised structure for creating a business presentation. Following the 10-20-30 rule, the presenter should not present more than 10 slides, should not exceed 20 minutes, and should not use font sizes less than 30 point. Created by Guy Kawasaki , this method is for presenters to create and deliver impactful presentation.

  For a business deck, presenting your content in 10 slides can be a challenging task, as your messaging needs to be concise yet persuasive. Here are 10 slides that you should include in your business presentation to make your slide deck a success.

1. Title slide

This is the introduction slide that gives your audience an overview of what your presentation is about. Include important details like your topic, company name, logo, date of presentation, presenter name, and designation.

What makes a good title slide?

If you’re promoting a product or a service to your audience, then use a picture of it in the title slide instead of stock images. Provide crucial details that help your audience understand what they can expect from the session. Use a clean, simple font style in an appropriate size with a contrasting background to make the title easy to read.

2. Problem statement 

The objective of a business presentation should be to offer a solution to a business problem. Use this slide to define the problem for which you’re proposing a solution. Make your points clear, concise, and persuasive by highlighting the impact it has on the business.

What makes a good problem statement slide?

State the business problem you’ve set out to solve. Involve your audience by asking them if they have a solution to the above problem and then explain how your idea can impact the business. Make your content precise and easy to read without overwhelming your audience with too much information.

Define the goals you’re aiming to achieve through this presentation and list them as stages in your plan. Demonstrate your goals as points with a realistic timeline for each milestone.

What makes a good goals slide?

  Goals help set the direction for your business plan. Let’s say you’re launching a new product in the market and need to list the various milestones you’re aiming to accomplish to get the product to your audience. Instead of showcasing them as plain bullet points, break them down into milestones with timelines. Explain them in a few words and emphasize key points with animation effects and icons to make it visually appealing.

  4. Solution or Strategy

Now that you have mentioned the problem and set goals for your business, use this slide to talk about how you’re planning to achieve them. Write an overview of your strategy and plan of action and highlight the key points.

What makes a good solution slide?

Introduce your strategy with an impressive title and emphasize important content using text effects. Make your content compelling by highlighting the benefits of your strategy and presenting your solution as a narrative with eye-catching visuals and icons.

  5. Analysis

Your market, SWOT, and competitor analysis form an essential component in laying out your business plan in detail. Use supporting data in your business presentation to walk your audience through the analysis.

What makes a good analysis slide?

If your slide deck is for a product launch, then validate your strategy by including your analysis of the market, competitors, and your target customers to understand your position in the business. Instead of plain text, use charts and tables to explain your insights for these numbers. Bring your data to life with animation and text effects.

6. Financial plan and revenue    

Your business presentation should include your financial plan, revenue projections, and other relevant metrics necessary to measure the success of your business strategy.

What makes a good finance slide?

Present the budget required for different business stages like research, development, execution, marketing, etc. Use charts to break down your finances in planned stages. Add visuals and bring your charts to life with animation and effects.

Every business deck needs supporting data to validate your analysis and plan. Use charts and tables to help your audience understand your business position better.

  What makes a good data slide?

For business presentations like project management, add data to compare and analyze your plan and  identify  areas of improvement. Determine the best chart style to showcase your numbers and highlight the compelling data points, then add a line or two of your own conclusions from these numbers and explain them in detail during the presentation.

8. Timeline  

Setting up a timeline for your business is crucial as it establishes the direction, priorities, and roadmap for achieving your business goals. You can also use a timeline to showcase your company’s journey by featuring various milestones, starting with its inception and highlighting some of your prominent projects to date.

What makes a good timeline slide?

Make your timeline slide less text-heavy and more visual with a timeline chart to take your audience through the various milestones. Add visuals, icons, and path animations to make your timeline visually engaging.

Introducing your team members forms an integral part of your business presentation as its sends a strong message of your company’s expertise. For a small business, you can introduce all your employees, while bigger companies should introduce members crucial for the operation of your company.

What makes a good team slide?

For presentations like a project report or sales pitch, it’s necessary to include your team slide as the audience needs to know the members involved in the project. Include headshots of your team members with their title/designation, along with a short description of their role in the business.

10. Q&A or End Slide

This will be the closing slide of your business presentation and must leave a lasting impact on your audience. If you want to answer audience questions, schedule your Q&A session at the end of your presentation.

What makes a good end slide?

A good end slide recaps your overall presentation and contains your company’s important details. Close your presentation with a rhetorical question to make a thought-provoking impact on your audience.

  For nearly every type of business presentation or pitch, these ten slides will help you create a strong framework for your slide deck. However, don’t forget that different sorts of business presentations have their styles and needs based on the objective, industry, and the target audience. To learn more about some best practices for creating a presentation template for every industry,   take a look at our previous blog post .

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How to create an effective customer service presentation (+design tips)

Customer service is one of the most crucial elements of any business. You can have the best product or offer the lowest price, but if your customer service is subpar, it will be challenging to develop and thrive in a competitive landscape. On the other hand, excellent customer service can enhance your brand’s reputation, keep current clients happy, and help attract new ones through referrals.

This is where customer service training becomes a key strategy. And what better way to walk your team members through their responsibilities than with a customer service PowerPoint presentation? Let’s now break down the importance of this type of presentation and how it can help set your business up for success.

What’s a customer service training presentation?

Customer service PPT is a means of educating employees on the principles and best practices of effective customer service. It usually includes slides and visuals that explain how to handle difficult situations or client questions through calls, emails, or face-to-face interactions and explain the importance of good customer service.

Benefits of a customer experience presentation

A thorough understanding of client service expectations and guidelines can set your business up for success in various ways, including:

• More qualified customer support agents

The main purpose of customer service presentations is to train staff members who will be providing service to clients. When properly trained, your employees can complete their responsibilities to company standards and deliver exceptional service to your clients.

• Effective service for your clients

If a customer has a problem and needs someone to listen and help resolve it, but your support team lacks customer service training, it can lead to various issues, including losing them as a customer. On the contrary, when clients receive quality service from your employees across all channels, they feel valued and are more likely to come back or recommend your product or service to someone else.

• Improved brand reputation

Reviews from customers, whether on Facebook, TikTok, Twitter, Google, or sites like Sitejabber and Trustpilot, can have both a positive and a negative impact on your business. That’s why putting your customers first and providing excellent service to them can help build a strong reputation and establish your company as an industry leader.

What to put in your presentation on customer service

According to top experts at our PowerPoint design company , your slides have to touch upon the following topics:

• Conflict resolution best practices
• Product/service knowledge
• Communication styles
• Most common customer issues
• Reasons for customer complaints
• Understanding who has authority for specific tasks
• Approaches to building relationships with clients
• Ways to measure success

Here are some key components of a well-crafted PPT presentation on customer service:

• Introduction: An explanation of why customer service is important and how it affects the business.
• Company values & mission: How customer service connects with what the company believes in and aims to achieve.
• Customer service standards: Guidelines on how employees should act when interacting with customers.
• Communication skills: Tips and techniques for effective verbal and non-verbal communication.
• Customer experience: Ways to improve customer service quality and go beyond what they expect.
• Problem-solving: Top methods for resolving clients’ issues and dealing with common complaints.
• Role-playing scenarios: Examples and role-playing activities to help employees practice and get better at customer service.
• Performance metrics: Ways to measure customer service performance and why reacting to feedback is essential.
• Q&A session: An opportunity for employees to ask questions and discuss their concerns or uncertainties.

Now that you know the fundamentals, let’s move on to the top tips for creating an effective PowerPoint customer service presentation.

Expert tips to make your client service presentation more engaging

Creating an engaging presentation on customer services is not easy. If you want your employees to be interested and willing to do what you ask them to, you have to prepare your presentation very carefully and learn how to deliver it in the best way possible. The tips below will help you create slides that catch and hold your employees’ interest so they can engage with the material more effectively and retain the key information faster.

1. Start with a strong opening

This can be anything from a relevant story, statistic, question, or captivating anecdote. Remember, your goal is to hook the audience right from the start.

2. Keep your presentation simple and clear

Organize your thoughts logically, with an introduction, key points, and a solid conclusion. Avoid cluttered slides and complex jargon. Each slide should convey one main idea.

3. Select a consistent color palette and design structure

These should complement your message and branding, not compete with it. Ensure readability by harmonizing colors and employing suitable design elements to emphasize important content.

4. Keep your content concise

You can utilize bullet points, bold text, short phrases, or keywords to convey your message. However, avoid long paragraphs or any unnecessary data on slides.

5. Use visuals

Where appropriate, incorporate engaging images and informative charts to visually represent data and concepts. Remember, visual aids can make complex information more digestible and your presentation more interesting.

6. Include real-life examples

These can be case studies, customer stories, or any other examples your employees can relate to. This way, you’ll make your presentation easier to understand.

7. Engage your audience

Incorporate interactive elements like polls into your presentation. This way, you’ll encourage participation and keep your employees engaged.

8. End with a strong conclusion

Summarize the main points and give the audience a clear call to action. You can also add a memorable closing statement or a quote to reinforce your message.

9. Prepare handouts or resources

Provide handouts, cheat sheets, or additional resources for your employees to take away. This will offer reference material and help them further retain the information presented.

10. Polish your presentation

As the presentation day approaches, give your slides a final look. Review your talking points and make any final tweaks.

• Choose a sans-serif font, such as Helvetica or Arial. Fonts like Palatino and Times New Roman can be harder to read at times.
• Never use a font size of less than 24 points.
• All your headlines should have the same font.
• Use bold and different sizes of fonts for subheadings and captions.
• Every screen should have a clear label. For the title, choose a larger font (35–45 points) or a different color.
• Don’t use more than four fonts in your presentation.
• Choose larger fonts to indicate importance.
• Use different sizes, colors, and styles (e.g., bold) for impact.
• Don’t use too many punctuation marks.
• Avoid italicized fonts and long sentences.
• Refrain from using all caps (except for titles).
• Add a maximum of 6-8 words per line.
• Use the 6 x 6 Rule: one thought or 6 words per line and 6 lines per slide max.
• Either use light text on a dark background or dark text on a light background. However, light backgrounds are preferable.
• Put page numbers and other repeating elements in the same location on each slide.
• Don’t put too many colors on one screen.
• Use no more than four different colors on a single chart.
• Check colors on a projection screen before the presentation, as they can project differently than on your monitor.

Design and graphical elements

• Before designing your presentation, look for customer service presentation ideas online.
• Standardize styles, positions, and colors.
• Keep the details to a minimum and only include essential information.
• Use colors that complement and contrast.
• Keep the presentation background consistent.
• Use a single style for bullets throughout the slide.
• Use one or two large images instead of lots of small ones.
• Make all images the same size when appropriate.
• Arrange images horizontally or vertically.
• Use the same border for all slides.
• Keep the design uncluttered. Leave empty space around graphical images and text.
• Use quality clipart that relates to the slide’s topic.
• Use graphical images of the same style throughout the presentation.
• Use image repetition to reinforce the message.

Remember, a great customer service presentation comprises relevant information, product knowledge, and company-specific employee guidelines, so plan carefully.

If you require professional assistance with your customer service slides, the certified design experts at SlidePeak are here to help. Our dedicated team can tailor a fully editable customer service PowerPoint template for your company and employees so you can easily customize and update it as needed. Google Slides design experts are also available!

All initial consultations are free of charge and confidential, with no obligation to continue. Call now or fill out our online form, and we’ll get back to you in under 15 minutes!

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• Presenting techniques
• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Present financial information visually in PowerPoint to drive results
• Keynote VS PowerPoint
• Types of presentations

• Guide & How to's

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The European Green Deal

• Find out what progress the von der Leyen Commission has made so far with the European Green Deal towards becoming climate-neutral by 2050.

Striving to be the first climate-neutral continent

Climate change and environmental degradation are an existential threat to Europe and the world. To overcome these challenges, the European Green Deal will transform the EU into a modern, resource-efficient and competitive economy, ensuring:

• no net emissions of greenhouse gases by 2050
• economic growth decoupled from resource use
• no person and no place left behind

The European Green Deal is also our lifeline out of the COVID-19 pandemic. One third of the €1.8 trillion  investments from the NextGenerationEU Recovery Plan, and the EU’s seven-year budget will finance the European Green Deal.

The European Commission has adopted a set of proposals to make the EU's climate, energy, transport and taxation  policies fit for reducing net greenhouse gas emissions by at least 55% by 2030 , compared to 1990 levels. More information on  Delivering the European Green Deal .

Discover the European Green Deal visual story

12 March 2024 - The Commission has published a Communication on managing climate risks in Europe that sets out how the EU and its countries can implement policies that save lives, cut costs, and protect prosperity. It comes as a direct response to the first-ever European Climate Risk Assessment by the European Environment Agency. It also addresses the concerns that many Europeans have following last’s year record temperatures and extreme weather events. The Commission is calling for action from all levels of government, the private sector and civil society to improve governance and tools for climate risk owners, manage risks across sectors and set the right preconditions to finance climate resilience.

Key figures

Featured initiatives.

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